Save Report Filter Set Ups
J
Jane Taylor
Dear Coreplus,
As a coreplus user it would be beneficial for our workflow to be able to save chosen filters on reports for example:
Reports > Financial > Invoices > Adjust Filters as needed and save the adjustments to be able to use the same filters in future
This would allow us to not manually have to select between 100 -200 services types every time we are looking to report on outstanding invoices.
Submitted on behalf:
Masters Psychology
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D
Debbie Collins
We have over 450 service types in our reporting menu, and only currently use about 200. This would be awesome to be able to create a template with only the ones we currently use to alleviate the need to scroll through so many each time.