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.
Anonymous
shared this idea
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Sean Palmer commented
Same for the tax summary report, it would be ideal if you could save as a custom report.
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Nathan
commented
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?
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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.
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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.
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Tony
commented
I can't believe that this isn't more widely requested!!