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Reports templating

  • 26 July 2022
  • 3 replies
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Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?

Thank you,

Ellen

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Best answer by Michael 27 July 2022, 15:32

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Great question @ellenflowers and that sounds similar to this idea which we are working on!

If QBO gets updated, then you should see an option to refresh the report within Digits when viewing the report under “Edit” mode. If there are no updates, available the report will show that as well :) 

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ok great thank you

 

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@ellenflowers as a follow up, we’ve now shipped a way to remember your previous reports and bring that same format into another data period! You can see the full update here

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