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BrianQW
Level 2

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Hi RCV,

Unfortunately this doesn't change the default for me and I still need to repeat the steps to add the "Class" column each time. Here is what I'm doing:

 

1. Open one of my custom reports. In this case I'll open my QoQ P&L

2. I click on the revenue dollar amount

3. Transaction report opens up showing me all transactions making up the revenue amount. 

4. Click Customize at the upper right

5. Click "change columns"

6. Click the checkbox beside "Class" and click Run Report; looks good I now see the class column on the right of the transaction report

7. Click "back to report" link to go back to my QoQ P&L

8. Click on the revenue amount again

9. Notice that "Class" column is no longer showing and I have to manually show it again

 

I've tried clicking "Save customization", but the issue persists. I still am not able to open my P&L, click on an amount, and see the transaction report with the "Class" column showing by default.

 

Look forward to your reply.