Business Wide Report Styles (formerly Report Presets) allow you to easily set up your Report Styles across multiple properties and the workflow is easier than ever before thanks to new sharing options.

Business Wide Report Styles are created, edited and shared in Happy Manage by account Admins. Admins can simply log in to HappyCo and click on Report Styles under the settings tab.

The sidebar allows you to preview a Report Style's end result in real-time as you make changes.

Your teams avoid any inconsistencies that can arise from manually duplicating styles, saving time and improving efficiency.

Business Wide Report Styles also give you more control to meet brand and operational standards. While creating and editing styles, Admins can use pre-populated information about the property, such as name and logo, as well as determine exact brand colors by entering the precise color code.

Sharing Report Styles

Under the report style detail tab you can choose which Properties have access to the ReportStyle. You can select:

  • All Properties the default, which includes all properties in the account, including any new ones added at a later time
  • Not Shared to hide the Report Style from all properties
  • Specific Properties to select multiple properties, with no newly added properties gaining access

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