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Xero Business Community

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Community > Using Xero >

Save Report Settings

Started by Cj E -   in Using Xero

Surprised to not find any feature requests on this issue.

When running reports you normally use different settings than the default one.
I my case the custom settings is almost always the same
Changing the settings every time you run a report is waste of time.

I would therefore suggest that you add a possibility to
1. save the custom settings and
2. make a saved setting default.

(29 July 2019)
Likely as theres already a way to do this, Cj :)
Once you've set the report up as you like, you can Save as Custom to run this same layout and settings whenever you like. Further to that, just like you've suggested if you find there is a common layout for your org, you can set this as the default!
- See detail in our help on Xero Central.
 

Kelly M (Community Manager)  

There you see; it was always there! :)
(you may delte the first post then)
 

Cj E