---
title: "Preset Fields"
slug: "preset-fields"
updated: 2026-05-06T03:02:43Z
published: 2026-05-06T03:02:43Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Preset Fields

Field Presets let you save and reuse your favourite field selections, so you don't have to rebuild them each time.

## Create a New Preset

1. In the **Select Fields tab**, check the boxes next to the fields you want to include  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-XJOVQ0DA.png)
2. Click **Save as New**
3. Choose the **Permissions** of this preset:  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-9PZF62Y6.png)
  - **My Selections** — Only you can see and use this preset
  - **Group presets** — Share with a specific group (if you have permission)
  - **Global presets** — Available to all users with report access (if you have permission)
4. Enter a **Preset name** (e.g., "Finance Overview" or "Group Membership Summary") and optionally a **description**
5. Choose the **Visibility** of this preset:  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-M9NFPTTS.png)
  - Only me
  - Group
  - All Users
6. Click **Save Preset**

Your preset is now saved and will appear in the **Field Presets** list.

## Use a Saved Preset

1. In the **Select Fields** tab
2. Click **Field Presets**
3. **Select** the category (e.g., "My Selections", "Group presets", or "Global presets")
4. Click the **preset name** you want to use

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-96O9LA2E.png)

The fields will automatically be selected to match the preset

## Set a Default Preset

To make a preset your personal default (automatically loaded each time you create a report):

1. Click **Field Presets**
2. **Select** the preset you want
3. Click **Set as Default**

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-96O9LA2E.png)

That preset's fields will now load automatically whenever you create a new report.

## Update a Preset

To modify an existing preset:

1. **Load** the preset (see "Use a Saved Preset" above)
2. **Change** the field selections (check/uncheck fields as needed)
3. Click **Update** to save changes to the existing preset, or **Save as New** to create a new preset instead

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-96O9LA2E.png)

Related Pages

[People Reports](/v1/docs/people-reports)