The Default Settings page sets the options your reports start with, so you don't have to pick them every time.
How it works
Most settings fill in a report filter, and you can still change it on the report. They apply to every user on your account.
Include Prep Cost: adds prep cost to the cost of goods.
Include Estimated Storage: adds estimated FBA storage fees. See How to View and Understand FBA Estimated Storage Fees.
Exclude Ads: on the Dashboard, ads still show but don't count toward profit, ROI or profit margin.
Load CS by Default: when you open the Profit & Loss or Comparison report, all ConnectStock adjustments and customer invoices are picked for you.
Currency: the Dashboard's currency.
Default Cost Type on Reports: which product cost to use. See Cost Types in ConnectBooks Reports Explained.
Prep Cost Source: where prep cost comes from, ConnectStock Item or Listing.
Default Display Items By: list products by SKU, Item ID (ASIN/GTIN), Parent Asin, QuickBooks Item Name or ConnectStock Item.
Default Transaction Date: Order Date, Shipped Date or Posted Date.
Ignore Inbound Fees: fees you pick still show, but don't count toward profit, ROI or profit margin.
Change your default settings
To change them:
Point to your profile icon at the top right, then click Default Settings.
Change the settings you want.
Click Save Changes.
Things to know
Prep Cost Source only matters when Include Prep Cost is on and the cost type is a ConnectStock cost.
QuickBooks Item Name shows only if a store's QuickBooks file tracks inventory. ConnectStock Item shows only if you have a ConnectStock inventory file.
Default Transaction Date shows only if your account syncs orders.
Frequently asked questions
Can I pick a different option on 1 report?
Yes, on the Profit & Loss, Comparison and inventory reports, change the filter. The Dashboard has no filters, so it always uses your defaults. Ignore Inbound Fees always applies to the Profit & Loss report too.
Why don't I see Default Settings in my menu?
Only account admins see it.
Why didn't Load CS by Default pick anything?
It only works if you have a ConnectStock inventory file, and only when the report has no adjustments or customer invoices picked yet.