How do I save custom report views for future use? - SquareDocs

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How do I save custom report views for future use?

To save custom report views in Hhola, first customize your report by selecting the desired filters, columns, and layout. Once you've tailored the report to your needs, there will be an option to save the view, typically at the top of the report interface. You can name the custom view for easy reference and access it later from the saved reports section. This feature allows you to quickly generate reports with consistent formatting, ensuring that you can regularly track the same metrics without reconfiguring the settings each time.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.