Memorised report layouts

Reports are built by choosing columns, filters and a sort. Once you have one the way you want it, save the layout and call it back next month instead of rebuilding it.

  • Save any report layout under a name you choose.
  • Recall it and it rebuilds against current data, with the same columns, filters, sort and subtotals.
  • Keep several layouts of the same report — one for the board, one for the auditor, one for you.
  • Layouts are per user, so nobody else’s list gets cluttered with yours.
  • Edit or delete a saved layout whenever it stops being useful.
  • Saved layouts appear on the report screen they belong to, not in a separate menu to hunt through.
A report screen with its saved-layout selector
Pick a saved layout and the report rebuilds against today’s data.

Every dataset on our hosting has this, from day one.

Create your free account or ask us about migrating