Reports
We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.
Susan Kings
shared this idea
-
Caitlin Ottley
commented
It's not currently possible to copy schedules or the groups that you've prepared in a report to another report.
It would be great if we could either copy and paste the schedule and groups to a new report in a report pack and/or link it to the original report, so that any adjustments made to the original report could be quickly replicated. Example being grouping expenses in the P&L and then creating a separate Schedule of Expenses report to show some of the breakdown.