Report Builder — Presets

This screen lists the saved presets for the report type you picked. A preset is a ready-made report setup — its own columns, filters, and sort order — that you can open, reuse, and adjust any time.

Presets

Every preset belongs to one report type. Opening one rebuilds the report against the latest data — presets are reusable setups, not frozen snapshots.

Use the search box to find a preset by name when the list gets long.

Preset scopes

Each preset has a scope badge telling you who it belongs to:

Badge	Scope	Meaning
Default	System	A Routy-provided starting point. Read-only — you can't edit it directly, but you can Save as my own later to get an editable copy.
Account	Shared	Visible to everyone in your account. Whoever has edit rights can change it.
Private	Personal	Only you can see and edit it.

Starting a report

From here you can:

Open an existing preset — loads it ready to view or adjust.
Start from scratch — opens a blank "Your New Report" with no columns or filters yet, so you can build your own from the ground up.

If this report type has no presets at all, Routy takes you straight into a new report.

Tip: the fastest way to a good report is usually to open a Default preset, adjust the columns and filters, and then Save as my own.

Next step

Once you open a preset (or start a new report) you'll be in the report itself, where you choose columns, set filters, sort, and then save, share, or export.