Figured makes it easy to run your monthly report packs with saved report views available on all financial reports.
With "Save This View" you can save the selections on your reports, meaning you don't need to the set them each time you run a report, you can just load your saved view.
This is currently only available on the Profit & Loss, Cashflow, Balance Sheet and Variance Reports, with more to come!
How to create a Saved Report View
Enter the report that you would like to create a saved view for and select your report options as you normally would.
Dynamic Dates (e.g - this year, last year, this month, last month) will come in handy here. For example, you don't want to be saving a report view with "Actuals to October", you want to save it with "Actuals to Last Month" so that when you come to run it next month you don't have to update any dates!
Once you've selected the report options that you'd like to save select the "Save This View" button.
That will then give you a pop up window to complete the details of your saved report. You need to give your saved report option a name, select the visibility level, and you have the option to give it a description.
After saving your report view, you can now select the saved report view using the drop down menu when you run the report next.
NOTE: Saved report views are associated with a subscription type, if you downgrade or upgrade your farms subscription, its farm specific saved views will disappear.
Editing a saved report view
If you need to make changes to a saved report view you can do so by:
Selecting the saved report view > Make the changes to the report options > Click "Save/Update This View" > Update the saved report view details > Click "Update This View"
Deleting a Saved Report View
To delete a saved report view you can do so by:
Selecting the saved report view > Select "View Details" > Select the red trash can icon next to the saved report view that you want to delete > Click "Yes Delete" to confirm