Report presets

A preset is a ready-made report: the source, grouping, date range, and chart type come pre-filled, so you get a working answer in a couple of clicks. OneTool includes 14 presets across three groups: Revenue & money (invoices, income, and billing), Sales pipeline (quotes, leads, and conversion), and Operations (projects, tasks, and team).

Highlights include Revenue by month, Overdue invoices, Quote conversion rate, Top clients by revenue, and Team workload.

1. Go to Reports in the sidebar.
2. Click Browse presets. The library opens with categories on the left and a search box.

1. Narrow the list with the category rail (All presets, Revenue & money, Sales pipeline, Operations) or type in the search box.
2. Click a preset to select it, then click Use preset. The builder opens with everything filled in, including a name and description.

A preset is a starting point, not a locked template. Once it opens in the builder you can change anything: swap the date range, add filters, pick a different chart, or rename it.

1. Adjust the report until it answers your question.
2. Click Save report. Your version appears under Your reports on the Reports page.