Option to modify what columns and filters load with a new report
There are certain columns or filters that we almost always have to add when creating a new report, and it would save us a lot of time if we could modify the new report template to match what we need.
Guest
Aug 26, 2025
Yes! Being able to make custom sets of filters to be easily clicked and applied to every new report would be so helpful! For example, my Development Team almost always wants to filter out deceased and inactive profiles as well as those with "do not solicit" preferences.
Yes! Being able to make custom sets of filters to be easily clicked and applied to every new report would be so helpful! For example, my Development Team almost always wants to filter out deceased and inactive profiles as well as those with "do not solicit" preferences.
This would be incredibly helpful, especially since there is a bug right now with copying columns.