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Status Under Consideration
Created by Guest
Created on Jan 3, 2024

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.

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  • 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.

  • Guest
    Jan 31, 2024

    This would be incredibly helpful, especially since there is a bug right now with copying columns.