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Toggle report settings individually for each report


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For a single P&L report, when a setting up here is toggle on or off, it will also toggle the same on all other customized P&L reports. It would be great if each P&L report can toggle the settings individually.


For example


  • P&L report A, I want to turn on Percent of Sales. 
  • P&L report B, I want to turn it off.
  • Currently, if I turn it on for report A, it will also turn on for report B.



2 people like this idea

Hi there, thanks for posting on the Joiin forum.


This is a request that has been made before and is something we will likely look at in the future. 


We let the number of requests per roadmap item dictate our priority, this is not a heavily requested feature so won't be coming in the next couple of months, if anything changes or if this forum post gets a strong response we will look to review this.


Please let me know if you have any questions or further feedback, as ever, we are all ears.


Cheers

Harry :)

This would be very useful - is quite frustrating when running multiple reports, and each time you have to "reset" the options even though they are different reports

Hi David,


Thank you for your feedback, this is a feature request that has become more prominent in recent weeks/months. We are actively looking at different ways of working this into our product.


For now, I will make a note of your request and keep you and this forum posted on our progress.


In the meantime, as a workaround, if you save the report (with the correct filters and parameters) as a bookmark, the report will lock the filters.


Many thanks,

Harry :)

 Hi David.


This feature was released as part of our new suite of reporting. Now, whenever you create a report, you have the option to save it as a report, and it will lock all of the filters and timings to that report.


I'd love to hear any feedback or next steps on this one.



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