Saved Reports & Date Presets

Build a report exactly how you need it once, save it, and re-run it with one click. Pair it with rolling date presets and your weekly review comes up current every time.

What gets saved

A saved report locks in every choice you made when running it:

• Date range (specific dates or a rolling preset)
• Filters: dimensions (Class, Location, custom dims, Sales Rep), accounts
• Comparison columns: prior period, prior year, budget
• Cash vs accrual basis
• Drill-down and grouping settings

Open the saved report later and BizBooks Pro replays all of it. No more reconfiguring the same parameters every Monday morning.

Saving a Report

1. Open any standard report or the Custom Report Builder
2. Configure every parameter the way you want
3. Click 💾 Memorize in the report toolbar
4. Enter a name, optional description, and pick a folder
5. Choose Private (just you) or Shared (whole company)
6. Hit Save

Saved reports collect under Reports → Memorized Reports.

Rolling Date Ranges

If you save a report with fixed dates, it's frozen in time. Use a date preset instead and BizBooks Pro recalculates the range every time you open it:

Folders & Organization

Stack related reports into folders to keep the list manageable. Common ways to organize:

• By how often you run them — Daily / Weekly / Monthly / Quarterly
• By who you send them to — Owner pack, Bank reporting, Tax preparer, Board deck
• By department or function — Sales, Operations, Finance

Folders are created on the fly — type a new folder name in the folder field when saving and BizBooks Pro creates it for you.

Private & Shared

• Private — only the creator can see or run it. Good for drafts, scratch work, or sensitive views.
• Shared — anyone in the company can see it in the list. They can run it; the creator (or an Admin) is the only one who can rename or delete it.

Editing, Renaming, Deleting

From the saved-reports list:

• Click the name to open and run the report
• Click ✏️ to edit metadata (name, folder, private/shared)
• Click 🗑 to delete

To update the saved parameters themselves, open the report, change the filters or dates, click 💾 Memorize again, and choose Update existing.

Who Can Do What

• Anyone can save their own private reports
• Anyone can run shared reports they can see
• Only the creator or an Admin can edit or delete a shared report
• Admin / Manager can reorganize shared reports across folders