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
   
2. Click Save as New
3. Choose the Permissions of this preset:
   
   • 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:
   
   • 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

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

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