Saving Reports ๐Ÿ’พ

Always reviewing the exact same type of report? Save it, and make it your default!


Most financial administrators log into the Manager Portal to check reports on a regular basis. You can now save your favorite report(s) and even set one default report for super quick access.

After you have Filtered and Sorted your Recurring or Transactions report just the way you like it, you can click the Save button located directly next to the Filters button.


A Save Report box will appear where you can name your report and set it as your Default Report if you'd like. Once you're done, click Save New Report.


Moving forward, when you log in to see your Reccurring or Transactions Report, you will see a drop down menu at the top of the page. Your saved reports should be listed there respectively (in Recurring or Transaction). The report that you have designated as Default will be shown immediately upon landing on the report page.


You can also edit an existing saved report by viewing it, making the necessary changes, then clicking the Save button again. You will have the option to "Update the current one" or "Create a new report view".


Here is a quick visual walk-through๐Ÿ‘‡๐Ÿพ


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