Quick Reformat: Save & Reuse Custom Layouts in the All-in-One Sales & Profitability Report

Quick Reformat Option

1. Overview

The Quick Reformat option lets you reshape any All-in-One report—hide or reveal columns, group fields, and pivot data—then save that layout for instant reuse. No more rebuilding your pivot table every time you run the report.

2. Why you’ll love it

What you can do	How it helps
Hide / unhide columns	Focus on only the metrics you need.
Group data	Roll-up results by location, category, employee, etc.
One-click pivoting	Flip rows to columns (and back) in seconds.
Save & reuse formats	Your preferred layout is one click away on every visit.

3. Prerequisites

• SalesVu.com login with permission to view the All-in-One Sales & Profitability report.
• Report data must be generated (click Go) before Quick Reformat is available.

4. Enable Quick Reformat

1. Log in to SalesVu.com.
2. Click Reports in the left-hand menu.
3. Select All-in-One Sales & Profitability.
4. Generate your report by choosing filters and clicking Go.
5. In the upper-right corner, click the ⚙ Settings gear.
6. Toggle Enable Report Formatting to On.
7. Close the settings panel.

Tip: The toggle remains on for your user profile, so you only set this once.

5. Build your layout

Action	How-to
Hide / show a column	Click the column header ▸ Hide Column (or Unhide from the hidden-column list).
Group rows	Drag a column header into the Group by bar that appears above the table.
Pivot data	Click Pivot on the toolbar. Pick the field to become columns, then Apply.

6. Save the layout

1. When the grid looks the way you want, click Save New Report Formatting on the right-hand toolbar.
2. Give the format a clear name (e.g., Location + Category Pivot).
3. Click Save.

7. Reuse a saved format

1. Each time you open the report and click Go, choose Select Formatting on the toolbar.
2. Pick any saved layout from the list—your table updates instantly.