Custom Report Views

Custom report views let you save a specific combination of templates, columns, and filters under a name so you can return to it with a single click. You can keep a view private, share it with specific people, or publish it to your entire team.

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Creating and sharing custom report views requires the Report Creator permission. All users can save private views. Administrators always have Report Creator access.

Creating a Custom View

Configure your report using the Templates, Columns, and Filters controls until it shows the data you want. See Columns and Filters for guidance on each.

Once your report is set up, click the Save View button at the top of the page.

The Save View dialog opens. Complete the following fields:

View Name

Enter a name for your report view. This is the name that appears in the report views dropdown.

Save Type

• Create New View — Saves the current settings as a brand new report view.
• Update Existing View — Overwrites the settings of the report view currently loaded.

Visibility

Choose who can see this report view:

Option	Description
Private	Only visible to you. Available to all users.
Users & Groups	Visible to the specific team members and groups you select. Requires Report Creator permission.
Entire Team	Visible to every member of your team. Requires Report Creator permission.

When Users & Groups is selected, a selector appears where you can choose which team members and groups should have access.

Click Save to create the view. It will immediately appear in the Custom Views section of the report views dropdown.

Switching Between Views

Click the report views dropdown at the top of the page to see all available views. System views appear first under System Views, followed by your saved views under Custom Views.

Each custom view displays an icon indicating its visibility:

Icon	Visibility
Person icon	Private — visible to you only
Group icon	Users & Groups — visible to selected people
Globe icon	Entire Team — visible to all team members

Setting a Default View

Your default view loads automatically every time you open the Reports section.

To set a view as your default, open the report views dropdown and click the bookmark icon next to the view you want. The default applies to your account only — it does not affect other users.

If no default is set, the All Checklists system view loads by default.

Editing a Custom View

To edit a custom view, open the report views dropdown and click the pencil icon next to the view. This loads the view and opens it in an editable state.

Make your changes to the templates, columns, or filters, then click Save View and choose Update Existing View.

You can edit a custom view if:

• You created it, or
• You are a Team Administrator.

System views cannot be edited.

Deleting a Custom View

To delete a custom view, open the report views dropdown and click the trash icon next to the view.

A confirmation dialog appears. If the view is shared with users, groups, or your entire team, the dialog will display a warning before you confirm.

You can delete a custom view if:

• You created it, or
• You are a Team Administrator.

System views cannot be deleted.

Bulk Checklist Actions (Administrators Only)

When viewing a report, Administrators can select one or more checklist rows using the checkboxes on the left side of the grid. Hold Shift to select a range or Ctrl to select individual rows.

With rows selected, the bulk actions dropdown becomes available with the following options:

Action	Description
Archive Selected Checklists	Moves the selected checklists to the archive. Archived checklists are removed from all standard views but can be accessed and restored from the Archived Checklists report.
Delete Selected Checklists	Permanently deletes the selected checklists. This action cannot be undone.
Restore Selected Checklists	Restores previously archived checklists back to normal view. Only available in the Archived Checklists report.