Report presets make it easy to save and reuse your preferred report settings. Instead of configuring the same report every time, simply apply a preset to restore its filters, grouping, columns, and sorting.
You can create, rename, delete, and set a default preset to automatically apply report settings when you open the report.
Create a report preset
To create a report preset, do the following:
Open the desired report and configure the filters, grouping, sorting, and columns as needed.
Click Save preset.
In the Preset name field, enter the name of the preset.
Click Save.
You can find added presets in the Preset drop-down list.
Manage a report preset
To manage report presets, do the following:
Click Manage presets.
Select the preset and choose an action:
Set as default
Rename
Delete
🔎 Keep in mind the following:
Selecting a preset applies its saved filters, grouping, columns, sorting, and report settings. The date range is not affected.
Preset renaming and deletion are available only to the preset owner and admin. Other users cannot access these actions.
Only admins can set a preset as the default. Once set, the default preset is available to all users in the organization.
Please contact the Affise Customer Support team regarding all raised questions via the e-mail: [email protected].