How to customise and save report settings in Qube

My third Qube PM walkthrough is specifically for those who generates reports on a regular or semi-regular basis.

If you run the same report(s) every week/month, you might find yourself repeatedly setting up filters in the report to the same spec over and over. What a time suck!

The good news is that, instead of generating a report from scratch each time, you can set it up once and instruct Qube PM to remember those settings. This way, the next time you need to run the report, it will be in the exact same format that you require.

Let's dive in and discover how you can save valuable hours!

How to customise and save report settings in Qube PM

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In this example, I am going to use a Property Report.

1. Once you have entered Qube PM, go to Reports > Property.

2. This will bring up your property reports screen. Now select the reports icon on the top toolbar.

This will show all the reports you are able to run and after your report is selected once, it will appear at the bottom of the screen in a drop-down box.

3. Before you run your report, note that you can change all the filters on this page to match your requirements. In this example, I want to add a property range as my portfolio (see "Property reference") and I only want to look at Leasehold (See "Property tenure").  

4. Once you've added your filters, you can ask Qube PM to remember the settings by either pressing F8 on your keyboard or by clicking on the tick box at the top of the screen.

5. You will then get a prompt asking you what you want to do. Click on "Remember" to save the settings. (If you want to remove the settings, click "Forget").

The next time you run your report, it will display just the way you want it, keeping things nice and consistent with no extra clicking necessary.

That's all there is too it. If you need some assistance with settin gup your Qube reports, please do feel to reach out.

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