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ProPricer Ideas Portal
Status Planned
Workspace Cost Volume Pro
Created by Guest
Created on Jul 9, 2026

Batch Reports Default to CE Settings

Feature Request: Batch Reports Default to CE Settings

Summary:
Add an option that automatically applies CE settings each time a batch report is run. This would ensure users do not need to manually select or reconfigure CE settings for every report execution and would create a more consistent, efficient reporting workflow.

Problem Statement:
Currently, users may need to manually apply CE settings each time they run a batch report. This adds unnecessary repetitive effort and increases the risk of reports being generated with inconsistent or incorrect settings. For teams that regularly rely on CE-based configurations, the lack of a default option slows down reporting and can lead to avoidable errors.

Proposed Solution:
Add a configurable option that allows users to designate CE settings as the default whenever a batch report is run.
Ensure the system automatically applies the saved CE settings at report runtime without requiring manual re-selection.
Allow users to update or override the default CE settings when needed for specific reports.
Maintain consistency across repeated batch report runs while preserving flexibility for exceptions.

Benefits:
Reduces repetitive manual steps when running batch reports.
Improves consistency and accuracy by ensuring CE settings are applied automatically.
Saves time for users who frequently run reports with the same configuration.
Creates a more streamlined and reliable reporting experience.

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