--- title: "Manage Report Views" slug: "report-views" description: "Create, save, edit, and delete custom column views on R365 reports to personalize and retain column display settings." updated: 2025-09-05T18:52:35Z published: 2025-09-05T18:52:35Z canonical: "docs.restaurant365.com/report-views" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Report Views Report views function as report parameter templates, allowing users to save specific parameter settings without reconfiguring them each time. ### Default Views The default view for a report determines which parameters are automatically applied when the report is run. This default can be set by the user or defined by an admin, depending on configuration settings. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0VYBH9DS.png) ### Report Views on Report Subscriptions When creating a new [report subscription](/doc/docs/report-subscriptions), a report view must be selected. The selected view determines the data included in the automated report, based on the view’s report parameters such as locations and accounts. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-65DIDION.png) --- ## Security Only users with the following permission will be able to set or edit default views for all users: - Reporting → Standard Reporting → Can Set Default View for All Users These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). > All users can create views for any reports they have access to through their assigned [report roles](/doc/docs/security-permissions-report-roles). --- ## Create a Report View Follow these steps to create a new report view: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MEYEXJ95.png) ****2)** Set the desired **report parameters**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HWW0PUZ9.png) The available parameters vary depending on the report. ****3)** Click the **Plus** **button** below the view selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N8I7U5A2.png) ****4) Name** the new report view.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ET79EIN0.png) ****5) Save.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H9S648OJ.png) --- ## Change Parameters for a Report View Follow these steps to change the parameters for an existing report view: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8Y7M4KT2.png) ****2)** Select the desired **view**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACIELBL4.png) ****3)** Update the **report parameters**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UCX3XXW8.png) The available parameters vary depending on the report. ****4)** Click the **Sa****ve button** below the view selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VSEFI85J.png) --- ## Delete a Report View Follow these steps to delete a report view: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-15QJTTG7.png) ****2)** Select the desired **view**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACIELBL4.png) ****3)** Click the **Tr****ashcan button** below the view selector. This action is **not reversible**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8TBWAVQP.png) --- ## Set a Personal Default Report View Follow these steps to change your personal default view for a report: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V1H03BOT.png) ****2)** Select the desired **view**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACIELBL4.png) ****3)** Check the **Default** checkbox.** > If a public default view is set and changes are disallowed, the ‘Default’ setting is disabled for all of the report’s views. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PKM75QQI.png) ****4)** Click the **Save button** below the view selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VSEFI85J.png) --- ## Make a Report View Available to All Users Follow these steps to make a report view available to all users: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FAVU8MB8.png) ****2)** Select the desired **view**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACIELBL4.png) ****3)** Check the **Public** checkbox.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GER6IW54.png) ****4)** Click the **Save button** below the view selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VSEFI85J.png) --- ## Set a Default Report View for All Users Follow these steps to change the public default view for a report: *Click steps to expand for additional information and images.* ****1)** Open the desired report’s Parameters menu.** 1. Navigate to [**My Reports**](/doc/docs/my-reports-overview). 2. Locate the **desired report**. 3. Click **Customize.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FAVU8MB8.png) ****2)** Select the desired **view**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ACIELBL4.png) ****3)** Confirm that the **Public** checkbox is checked.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GER6IW54.png) ****4)** Set the **‘Default for All Users**’ option to **‘Yes’**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LKPXC7WX.png) ****5)** To prevent other users from setting a personal default view, select the **'Disallow Changes'** box. (Optional)** > If a public default view is set and changes are disallowed, the ‘Default’ setting is disabled for all of the report’s views. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0ZHGTP61.png) ****6)** Click the **Save button** below the view selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WS68Q9C9.png)