New: Save Custom Report Templates

Building the same custom report more than once? You can now save your selected columns and their order as a reusable Report Template.

Create a Template

1. Open Reports > Custom Report.
2. Select lots.
3. Select and arrange your columns.
4. Select Action > Save as New Template.
5. Enter a template name.

Next time, select your template to apply the saved columns and order automatically.

Manage Templates

From the Action menu, you can also:

• Update the selected template.
• Delete a template.
• Export to PDF or Excel.

Templates save only your columns and their order. Customer and lot selections remain flexible.

Spend less time setting up reports and more time reviewing your data.

Try it now in Reports > Custom Report.

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