Creating and Managing Report Views
Learn how to save, edit, and manage custom report views.
Introduction
In Bepoz, Report Views allow operators to save customised layouts of existing reports — including filters, columns, and sorting preferences — so they can quickly re-run the same report setup without starting from scratch.
Report Views are especially useful for:
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Staff who need to run the same report daily or weekly
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Managers who want different filters for each site or team
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Users who prefer a consistent layout of columns or groupings
What is a Report View?
A Report View is a saved configuration of a standard report, including:
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Field selections
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Filter criteria (e.g. date range, site, account group)
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Layout preferences (e.g. group by operator or by category)
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Column order and visibility
Accessing Report Views
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Go to any supported report (e.g. Account Summaries, Period Summary, Stock Summary).
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At the top-right, click View.
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Choose an existing view or create a new one.
Creating a New Report View
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Open the report and apply your desired filters, date range, and layout options.
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Click the View button > Add View.
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Give the view a clear name (e.g. “Monthly Summary by Site”).
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Click Save.
Editing or Deleting a Report View
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To edit: Load the saved view, make changes, and choose Update View.
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To delete: Click the View button, then delete the view from the list.
⚠️ Changes to shared views may affect other users — be cautious when updating global views.
Use Cases
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A store manager might save a weekly sales report filtered by their location.
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Finance might create a consolidated report excluding zero-balance accounts.
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An owner might want a clean layout of account transactions without irrelevant columns.
Best Practices
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Use naming conventions like “Weekly – [Store Name]” or “EOM – [Region]” to keep things organised.
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Keep views concise — only include relevant columns to reduce noise.
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Review saved views periodically and clean out unused or obsolete ones.
FAQ
Q: Can I share a report view with other users?
Yes — report views can be saved as global (visible to all users) or personal (visible only to you), depending on your permissions.
Q: Are Report Views available on all reports?
Most summary-style reports support saved views. Transaction-level or detailed logs may not.
Q: Can I set a default view?
Yes — the “Standard” view is loaded by default, but you can overwrite or re-save it to suit your needs.