How to Customize Your Presets / Tabs | Reports

To create a preset, click the Add Tab button, appear next to the Sales tab, right under the blue search ribbon.

1. Choose a preset name.

 

2. Check the boxes of the field you want to add to this preset. Change the category of the field from the left-hand side of the window. 

 

3. On the right-hand side of the screen, you can drag and drop the selected fields. this order will affect the order of the columns in the final report of this preset.

 

4. When done, click Save.

Set As Default - Sets this preset as the first report to be displayed after clicking the View Report button.

Edit Preset - Opens a pop-up window where you can edit the parameters and fields chosen for this preset.

Duplicate Preset - Opens a pop-up window with the same exact fields you chose for this preset. You can edit them, and then click the Save button. This will create another preset with the parameters you chose.

Delete Preset - Deletes this preset from the preset tabs.