Save report customizations
Zoho Books should be able to save report customizations. E.g., when I run Receivables Aged Summary, I ALWAYS want it aged by Invoice Date (not the default of Due Date), and when I run Journal Report, I ALWAYS want it to include reporting tags. It's crazy that I have to keep changing these customizations every time I run a report.
Sean Palmer commented
Same for the tax summary report, it would be ideal if you could save as a custom report.
Can we have a status update on this? It's been 3 years since it was first requested. Is this in any way being worked on?
Kevin Westbrook commented
Certain reports need to be the same every time. This is so obvious, I can't understand how it doesn't exist. It shouldn't be necessary for customers to request it.
Marla C commented
I agree. There are several reports that I run each week/each month that i have to go in and rebuild every time. There should be an option to keep the report long term or load it into some type of "favorites" for future use.
I can't believe that this isn't more widely requested!!