This article covers how to set up and share Business Wide Report Styles.
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 Setup tab in Settings.

Once you have opened an existing Report Style and clicked the New Report Style button, the sidebar menu on the right 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, save time, and improve 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 Edit Report Style menu you can choose which Properties have access to the Report Style by going to the Sharing tab. You can select:

  • Not Shared to hide the Report Style from all properties

  • All Properties the default, which includes all properties in the account, including any new ones added at a later time

  • Specific Properties to select multiple properties, with no newly added properties gaining access





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