About report views
A report view is a collection of report options that you save, name, and reuse so as to run a report in a specified way. Use report views to customize a standard report to meet a specific need, then use security to limit employee access to the custom view.
Note: | You can also create a report view for a custom report. |
You might want to create a report view for a report if:
- Different employees will want to produce the report using the same options.
- You want to create several versions of a report, each produced with different options.
- You want different employees to see a version of a report with information that pertains only to them.
For example, you may want project managers to see the Billing Report with only their projects on it. You would create a view for the Billing Report and select the Display Projects Limited By Project Manager option.