Hello,
It would be great if OwnerRez would "remember" the options chosen or not selected on reports the next time that report is run.
We use the "Daily Checklist" every day and it would be nice if we didn't have to select the options each day but have OwnerRez remember what the options were the last time the report was run.
Yes, this feature has been commonly requested, but is quite complex. We do intend to add it at some point in the future, but it is uncertain as to exactly when.
at least sticky filter. Right now filters are not consistently sticky and if I click back form the report I have to reenter criteria
I second this! Same goes for filtering bookings on the List view, too--about half the time when I hit "back," it doesn't remember my selections and I have to re-select the filters. Fixing these two things would certainly make month-end financials less of a chore. :)
[Another topic was closed as a duplicate of this topic (Memorized Reports)]
[Another topic was closed as a duplicate of this topic (Saving Reports - "Favorite Reports")]
It looks like all the requests for memorizing report settings are getting merged into this thread, so I'll add this feature here:
It would be super helpful not only to remember the last-used settings on reports, but to actually be able to save specific configuration(s) so they can easily be returned to at later points regardless of what settings get used before then.
Yes, this feature has been commonly requested, but is quite complex. We do intend to add it at some point in the future, but it is uncertain as to exactly when.
I totally get it that the dev team is super busy improving other areas of the software, so no worries on that front.
As to it being "quite complex," though, I don't quite follow. I could write a python script in a couple hours that could do this for me. In fact, I probably will, since it'll be awhile before it makes it into OR.
