Feature Request: Save Report Settings

[kfer42]

We made the switch to Shopify when QuickBooks was discontinued. We now have Shopify Advanced and access to the Reports that this provides.

One of my biggest disappointments is that I have to reset the reports I need every time I access them. Each column and filter has to be changed even if I so much as refresh the page.

For example, I track Current Monthly Sales by running a "Retail Sales by Location" Report. All I want to see in the columns is Net sales. I then have to uncheck boxes for six columns. I want to exclude two product types from the results, so I have to add that as a filter and check those boxes.

It is a waste of time and frustrating that I have to remember each step to get the desired results from the reports.

In summary, I need to be able to do more than just 'Pin' most used reports to the top of the page. I would like to request the option to save settings for a particular report that I can then modify as needed to change dates, etc. and title as I see fit. Ideally I would be able to come back to a Personalized Reports page where the reports I have edited and saved would be located in one place.

[CloudlabSam · Accepted solution]

This feature already exists - https://help.shopify.com/en/manual/reports-and-analytics/shopify-reports/report-types/custom-reports...