Create a View or Custom Report
Boulevard has pre-defined views for all of the contact lists, the product list, and other areas which can be filtered and printed as a report or used to create a List Builder list, and send individual and group email messages. You can also import additional views or create a new view following the steps below.
- Open the applicable list (Customer, Address, Unit, or Product list).
- From the toolbar, click
View then select
New.
- Give the new view a description in the Name field.
- Decide which template to base the new view on then click
OK .
- The newly created view will now be displayed and can be accessed at any time from the View drop-down.
- To customize it, see Add, Move, or Hide Columns on Contact Lists or Product List.
- After selecting the applicable view from the View drop-down, on the toolbar, click
Print.
- From the preview window, click
to print (or
to export as a pdf).
Delete
A view that has been imported or created can be deleted when no longer needed.
- From the View drop-down, select the view.
- Click
View then select
Delete.
- Click Yes to confirm.
Reset
Default views cannot be permanently deleted but can be reset to their original state.
- From the View drop-down, select the view.
- Click
View then select
Reset.
- Click Yes to confirm.
Additional Information:
- Add, Move, or Hide Columns from a Contact List, Product List, or List Builder.
- Import Additional Product List Views
- Import a View for Reports, Labels, & More
- Import Additional Unit Views