Save a report view and add favorites
Keep report settings in a private or shared view and star reports you use often.
- Who can do this
- Owners, or people with View financial reports or View Nonprofit reports for the reports they can open
- Where
- Reports
On this page
Save the current report settings
- Open the report you want to save.
- Apply its dates, comparison, columns and filters.
- Select Save as custom view.
- Enter Name, up to 120 characters.
- Select an option under Who can see it.
- Select Add to my favorites if wanted.
- Select Save view.
With View Nonprofit reports, you can star all seven dedicated Nonprofit statements and save views of the first six. Liquidity can be starred, but cannot be saved as a custom view. Shared catalogue reports require View financial reports. Shared views appear only when you can open their report.
A new view defaults to Only me. Everyone in this business who can see reports shares the view with people who have report access. A view saves settings, not a frozen copy of the figures. New postings can change its totals.
Choose rolling or fixed dates
A rolling period, such as This year to date, recalculates when you open the view. Custom dates keeps the specific dates. General views retain the comparison, columns, supported filters and open groups. Nonprofit views keep the supported comparison, columns, funds, programs and grants. Fund trial balance keeps at most one fund; grant budget and actuals keeps the selected award and approved version. The Keeps chips show fund, program and grant names. They do not grant access to restricted records.
Open or change a saved view
Open Reports, then select its name under Saved views. Search finds saved names as well as reports. Your private views and shared business views appear here.
When you change controls after opening a saved view, the header shows Unsaved changes. Use Save to update the view when permitted, or Save as new to create another. Only the creator or an owner can change or delete a view. The directory's edit control changes its name, settings or visibility; Delete removes the saved view, not accounting entries.
Add favorites
Select the Favorite star on a report or saved view. It appears in Favorites on Reports. Select the star again to remove it. Favorites belong to you; sharing a view does not put it in everyone else's favorites. A favorite report opens its normal settings; favorite a saved view to keep a particular setup.
Recent remembers report visits in this browser. It is separate from saved views and favorites. Next, export a report.