Is there a way to set default columns in the reports tab to appear and show in CSV/Excel Report?

Completed

Hi,

I was wondering if there is a way to not have to manually select/deselect columns in the Reports page and have a set of columns appear by default? Any advice on this will be appreciated. Thank you!

Heber Allred zzTakeoff27d 21h

Hi John!

After you have chose the columns that you want in your report, you can save the report view for future use. Then it will be available on the left sidebar for easy access:

We also have a Reports Boot Camp training video that Todd created with a lot more tips and tricks for Reports.

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