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