Objective:

This article explains how to save, set, and manage default reports in the Manager Portal for faster access to commonly used financial reports.

Why Save a Report View?

If you frequently review the same type of report, you can save time by saving that view and setting it as your default.

This feature is available for both Recurring and Transaction reports.

Save and Set a Default Report

1. Navigate to either your Recurring or Transactions report

2. Apply your desired filters and sorting

3. Click the Save button next to the Filters button
   

4. A Save Report box will appear

5. Name your report and check the box to set it as your Default Report

6. Click Save New Report

Access Your Saved Reports

After saving, you’ll see a dropdown menu at the top of your report page.

Your saved reports will appear here, organized under Recurring or Transaction, depending on which report you saved.

The report you’ve marked as Default will load automatically when you land on the report section.

Edit a Saved Report

You can update a saved report anytime:

1. Select and open the saved report

2. Adjust filters or sorting as needed

3. Click Save again

You’ll be given the option to:

• Update the current one, or

• Create a new report view
  
  
  

🧭 Click here to learn more about reports.

Have Questions or Need Help?

If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.

For product-related questions:

• Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.

• Use the Help Center chatbot for 24/7 answers to common questions.

Looking for a personalized walkthrough?

We offer paid services to walk you through your setup or workflows. Reach out to our Sales Team at sales@ministrybrands.com to learn more.

✨ Tip: Many how-to articles and video tutorials are available for free in the Help Center.