Save report display settings as templates

It would be very helpful to be able to save report configuration templates (standard report templates). Currently, when you need to generate multiple versions of a report for the same project (for example, a version with quantities only for the client, and another complete version including costs and notes), you have to manually reconfigure all the options each time (header, client name, contact information, whether or not to display costs, payment terms, etc.). Adding presets would eliminate the need to repeat this tedious selection process with every export.

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Upvoters
Status

Planned

Board

Evalumo

Date

29 days ago

Author

Louis-Philippe Tremblay

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