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.

Create a View

1. Open the applicable list (Customer, Address, Unit, or Product list).
2. From the toolbar, click  View then select  New.
3. Give the new view a description in the Name field.
4. Decide which template to base the new view on then click  OK .
5. The newly created view will now be displayed and can be accessed at any time from the View drop-down.
6. To customize it, see Add, Move, or Hide Columns on Contact Lists or Product List.

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Print, Delete, or Reset a View

Print

1. After selecting the applicable view from the View drop-down, on the toolbar, click Print.
2. From the preview window, click  to print (or  to export as a pdf).

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Delete

A view that has been imported or created can be deleted when no longer needed.

1. From the View drop-down, select the view.
2. Click  View then select  Delete.
3. Click   Yes   to confirm.

Reset

Default views cannot be permanently deleted but can be reset to their original state.

1. From the View drop-down, select the view.
2. Click  View then select  Reset.
3. Click   Yes   to confirm.

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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