Save time with custom report presets

Keeping your workflow efficient is at the heart of every update we deliver. With that in mind, Elorus now offers Report Presets, an easy way to manage and reuse reports.

From now on, you can save customized versions of your reports, so you don’t have to set them up from scratch each time. Whether you frequently check on sales trends, track client payments, or review quarterly expenses, presets will help you get there faster.

Each preset stores:

• The reporting period (including both relative dates like “last month” and absolute dates),
• Any filters you’ve applied,
• Your preferred columns and layout,
• Group by and sorting options.

You can create unlimited presets and access them anytime with just a click.

Note: Report presets are available to users on paid subscription plans.

To make the most out of this feature, we recommend using relative date ranges. This way, your presets will stay relevant and up-to-date automatically, no matter when you run them.