Save custom 'Reports' under in Financial Reporting
PlannedA great feature would be the ability to save custom reports and label them accordingly with specific fields and channels that you need, For example, I have multiple reports I run on a weekly and monthly basis, but the fields for each report are different based on what I need. Sometimes I just need to see cleaning revenue or on a monthly basis I need to run tax reports.
Each time I have to run a different report, I have to change the fields, dates, listings to fit what I need and it can be time consuming. It would be fantastic if there was a way to store those things in a report and save them to where I can just use it as a template every time.
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Official comment
Hi all,
I have some good news, we'll start the development of this feature very soon. What we'll offer at first is the possibility of saving custom views based on a set of filters, columns (including order and position), and any other option that can affect the results.
For now we will not, however, provide an option for saving snapshots of specific reports (as we do with Owner statements).
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1,000 upvotes for this one
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Hey Vandell Vacation Rentals
Thank you for your suggestion. I'm passing your request along to our Product Team for investigation.0 -
This feature would be awesome. I would also like to be able to share a saved report with other people
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Agree with the other commenters. Would be great to save "Favorite" custom reports instead of having recreate them every time.
Thanks for the consideration!
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I get asked about this by the ops and finance team all the time. Would be a massive time saver
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