Presets

Presets let you save the current state of a report grid and reload it later. Everything about how the grid is arranged is captured - column order and visibility, sort order, row grouping, pivot configuration, and aggregations - so you can get straight to the view you need without setting it up from scratch each time.

Presets are per-report. Each report has its own list of saved presets.

Creating a Preset

1. Run a report and arrange the grid how you want it - apply any grouping, sorting, column changes, or pivots.
2. Click the Presets button in the report header.
3. Enter a name for the preset in the Preset Name field.
4. Click Create Preset.

The preset is saved and automatically becomes the active preset for this session.

Loading a Preset

There are two ways to load a preset:

From the criteria section - Select a preset from the Preset dropdown before running the report. The layout will be applied when the report loads.

From the Presets dialog - Click Presets, then use the Load existing preset dropdown to pick one.

Once a preset is active, the Presets button changes to Presets (Active) and is highlighted in green.

Updating a Preset

If an existing preset is active and you want to update it with your current grid layout:

1. Make your changes to the grid.
2. Click Presets (Active).
3. Click Save Changes.

This overwrites the saved preset with the current state.

Resetting to Default

To clear the active preset and return the grid to its default state:

1. Click Presets (Active).
2. Click Reset to Default.

The grid reverts to how it looked before the preset was applied. The preset itself is not deleted.