BoldDesk Reports Views: Create, Edit, and Manage Custom Views

BoldDesk Reports Views is a powerful feature that enables agents to filter and organize report data using system or custom fields. Views can be saved for future use, set as favourites, or designated as default for quick access.

This guide covers all essential operations for managing Reports Views in BoldDesk:

• Create a new view
• Edit an existing view
• Update view settings
• Add or remove favourites
• Set or remove default views
• Delete a view

Create a new View

To create a new view, follow the given steps:

1. In the agent portal, click the Reports module and choose the required Dashboard.

2. Click Filter at the right-hand side to open the filter panel.

   
   
   

3. Select the required criteria and click Apply to filter the data without saving it.

   
   
   

4. Select some required criteria and click Save to save the filter conditions as view. The Save View dialog opens.

   
   
   

5. You can name the view and choose access scope and click Save.

   
   
   

6. After the view is successfully saved, it will be listed in the left-side Views panel.

   
   
   

Edit a View

You can edit an existing view by adding or modifying any conditions using the following steps.

1. Select a view from the Views panel.

   
   
   

2. Click the highlighted icon (…) and choose Edit Filter.

   
   
   

3. Modify the saved conditions of the respective view loaded in the filters panel.

   
   
   

4. After modification, click the Save button in the filter panel to save the changes.

   
   
   

Edit Settings of a View

You can edit the settings of a view to change the view name or access scope permission using the following steps.

1. Click the highlighted icon (⋮) and choose Edit Settings of the view whose settings are to be modified from the Views panel. The Edit View dialog opens.

   
   
   

2. You can change the view name or access scope permission or both.

   
   
   

3. After modification, click the Update button in the Edit View dialog to save the changes.

   
   
   

Set a View as Favorites

You can add a view to your favorites list by following the given steps.

1. Click the highlighted icon (⋮) near the View to be added under the favorites list and choose Add to Favorites from the Views panel.

   Or click the star icon to add the view as a favorite!
   

2. After the view is added to favorites, it will be listed at the top with a yellow star icon.

   
   
   

Remove a View from Favorites

You can remove a view from your favorites list in the following way.

• Click the highlighted icon (⋮) near the respective view and choose Remove from Favorites to remove the view from favorites.

  
  
  

Set a View as Default

If you set a view as default for a particular dashboard, the selected view will be displayed when you open that dashboard.

• To achieve this, click the highlighted icon (⋮) near the required view and choose Set as default.

  
  
  

Remove a View from Default

You can remove a view from default for a particular dashboard in the following way.

• Click the highlighted icon (⋮) near the respective view and choose Remove default.

  
  
  

Deleting a View

You can delete a view by using the following steps.

1. Click the highlighted icon (⋮) and choose Delete for the view to be deleted from the Views panel.

   
   
   

2. Click the Yes, Delete button from the Delete This View dialog.

   
   
   

FAQs

1: Can I share a Reports View with specific agents only?
Yes. Use the Access Scope option and select Group to share with specific agent groups.

2: How do I quickly access my most-used views?
Add them to Favorites; they will appear at the top of the Views Panel.

3: What happens if I set multiple default views?
Only one view can be set as default per dashboard. Setting a new default replaces the previous one.

4: Is there a limit to the number of views I can create?
No, BoldDesk does not impose a strict limit, but organizing views efficiently is recommended for better navigation.

5: How do I restore a deleted view?
Deleted views cannot be restored. Create a new view with the same filter conditions.