Overview
Custom Report Views allow you to save different versions of the same report, each with their own display settings. This ensures consistent, repeatable formatting without needing to reconfigure settings each time you run a report. Each saved view can be tailored for a specific purpose or audience - for example, a detailed internal view, a simplified board summary or a bank-ready report.
For guidance on how to impact your report view, refer to: Tailoring Your View in Reports
Creating a Custom View
- Adjust your report using the desired settings (Custom Date, Report On, Display, etc.)
- Click View
- Select Add/Manage Views
- Enter a name in the View Name field
- Click Add New View
- Click Save
Using Saved Views
Once saved, your custom view will be available in the View list whenever you need it.
- Select your desired view from the dropdown list to apply it instantly.
- Switch between views at any time without reconfiguring your settings.
The currently highlighted option in the View list represents the view actively displayed in the report.
Managing Existing Views
- Click View.
- Select Add/Manage Views.
- Click the ellipsis menu next to the relevant view.
- Select Rename or Delete as required.
Custom Views in Report Stacks
All saved custom views are available within Report Stack settings. Select the relevant view from the dropdown in the View column. See: Report Stacks