Save report types

Under Consideration

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Jill Berglund

• October 27, 2020 15:42

I would like a way to save specific report configurations.  When I pull a report for sales tax, I need specific columns and when I pull a report for AR, I need different columns.  Right now, I have to go in every time and change the columns that export. 

6

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  Customer Service

  • January 27, 2021 18:46

  Yes this would be a great addition to the small amount of reporting which is available, it would save me time running pivot tables and things in excel. Also, more in-depth reporting would be a huge help.  

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