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How Do I Make a Report My Default

The help article will walk you through setting a report as your default.

Defaults and automation make your life easier. When it comes to proposals, invoices, and orders, you can have select reports from these categories set as your default reports.


Step 1. Click on Reports

Step 2. In the search bar, type in "proposal", "invoice", or "order

Step 3. Open the report you want to use as your default and click the Edit Report button.

Step 4. Check the "Default" box 

Step 5. Click "Save"

Note: If you have custom reports built, you can follow the same process outlined above.