You can set up a report the way you like and save it as a template. You can also set a template to load by default.
This lets you shape your reports to fit your business, then open the same view again in 1 click.
Templates work on the P&L, Comparison P&L, FBA Restock, FBA Ledger and FBA Aging reports.
Save a template
Open a report and set the filters the way you want.
Click New template. Already have templates? Click Templates, then New template from current filters.
Type a Template name.
Want it to load each time you open the report? Turn on Set as default.
Click Save template.
To open a template later, click Templates and pick one.
For more, see Save and Update Report Templates.
Frequently asked questions
Which reports have templates?
The P&L, Comparison P&L, FBA Restock, FBA Ledger and FBA Aging reports.
Can a template open on its own?
Yes. Turn on Set as default when you save it, and it loads each time you open that report.