Creating a Preset
Go to the Reports tab
Select a report type
Configure Settings on the right: Show vendor/manufacturer, Highlight revisions in red, Include documents/drawings
Configure Filters: Area, Classification (FF&E, Architectural), Revision date, Category
Click Save (or Save Preset)
Enter a name (e.g., "Bar FF&E")
Save
Using a Preset
Go to the Reports tab
Hover over a report type
Click on a preset name from the dropdown
Report generates with saved settings
Tips
Create presets for frequently-generated reports
Name presets clearly (include area or category)
You can have multiple presets per report type
Presets are project-specific
Preset Name Examples
"Guest Room Furniture"
"Bar FF&E"
"All Lighting - Latest Revision"
"Client Proposal - No Prices"
Related Features
Create a Report for Individual Specs
Generating a Spec Schedule
Generating Quote Invoice Proposal