How to Create, Edit, and Manage Custom Views in BoldDesk Reports
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:
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In the agent portal, click the Reports module and choose the required Dashboard.
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Click Filter at the right-hand side to open the filter panel.
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Select the required criteria and click Apply to filter the data without saving it.
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Select some required criteria and click Save to save the filter conditions as a view. The Save View dialog opens.
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You can name the view, choose the access scope, and click Save.
Access Scope Description Private Visible only to you Any Agent Visible to any agent Group Visible to selected groups -
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.
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Select a view from the Views panel.
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Click the highlighted icon (…) and choose Edit Filter.
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Modify the saved conditions of the respective view loaded in the filters panel.
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After modification, click the Save button in the filter panel to save the changes.
This option is available only to the view owner.
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.
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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.
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You can change the view name or access scope permission or both.
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After modification, click the Update button in the Edit View dialog to save the changes.
This option is available only to the view owner.
Set a View as Favorites
You can add a view to your favourites list by following the given steps.
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Click the highlighted icon (⋮) near the View to be added under the favourites list and choose Add to Favorites from the Views panel.
Or click the star icon to add the view as a favourite!
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After the view is added to favourites, 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.
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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.
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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.
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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.
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Click the highlighted icon (⋮) and choose Delete for the view to be deleted from the Views panel.
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Click the Yes, Delete button from the Delete This View dialog.
Save and Reuse Views in Custom Dashboards
You can save dashboard views in Custom Dashboards, allowing quick access to frequently used filter combinations without reconfiguring them each time. Dashboards configured with Global Filters can be saved as reusable views, enabling you to apply predefined filter conditions with a single click. This eliminates the need to manually adjust filters for every use.
This feature streamlines dashboard usage for recurring reporting and analysis scenarios, helping teams efficiently switch between commonly used configurations. Follow the steps described above to save and reuse views in Custom Dashboards.
For Custom Dashboard views;
- Views can only be saved as Private Views, meaning only the creator can access and manage them.
- Views are available only for dashboards configured with Global Filters. Dashboards without global filters do not support view creation.
- Custom Dashboards support similar Save View functionalities as System Dashboards, with one key difference:
- In System Dashboards, the filter owner can define access scope (Private, Any Agent, or Group).
- In Custom Dashboards, only Private Views are supported.
Troubleshooting
“Edit Filter” or “Edit Settings” is not available
These actions are available only to the view owner.
A saved view is not visible to another agent
- Check the view’s Access Scope:
- Private is visible only to the creator.
- Any Agent is visible to all agents.
- Group is visible only to the selected groups.
Default view does not match expectations
Only one default is supported per dashboard. If a different view is set as default later, it replaces the previous default.
Need to recover a deleted view
Deleted views cannot be restored. Create a new view with the same filter criteria.
Frequently Asked Questions
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Can I share a Reports View with specific agents only?
Yes. When saving or editing view settings, set Access Scope to Group and select the appropriate groups. -
How do I quickly access my most-used views?
Add the views to Favorites. Favorites appear at the top of the Views panel. -
What happens if I set multiple default views?
Only one view can be default per dashboard. Setting a new default replaces the previous default. -
Is there a limit to how many views can be created?
No strict limit is described. Organize views using naming and favorites for easier navigation. -
What is the difference between Apply and Save in the filter panel?
Apply filters the report without saving. Save stores the filter conditions as a reusable Reports View. -
Can I rename a view without changing its filter conditions?
Yes. Use Edit Settings to change the view name without modifying the saved filter criteria.
