User presets allow you to customize reports, then save that customization so you can load the exact information you need without having to redo your configuration. Inventory Planner allows you to save presets for both filters and columns.

Filters are used to narrow the results of a report. Saving presets for filters is available in:

To set filters in your report, click "Filters" at the top of the page.

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There are 6 default presets already available when using filters on some reports, but you can also customize and save new ones.

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Filter a report by selecting the type of data you are filtering from the right-side selection, setting a condition depending on your requirements, then click "Apply filters".

Please note that a single preset can use multiple filters. Should you need to remove a filter you can click on the trash bin icon to delete it.

The example below shows a report with three different types of filter.

The first filter allows you to define a search term. Here, the filter is "SKU" and the condition is "contains 12345".

The second filter is a yes/no filter. Here it's "Replenishable", and is set to "Yes".

The third filter is a range, allowing you to specify a minimum and/or maximum value for a field. Here the filter is "Replenishment", with a minimum of "1" and no maximum.

All together the filters tell Inventory Planner to only show results for replenishable variants with a minimum replenishment value of 1 whose SKUs contain "12345".

Once you've applied all of your filters, you can then 'Save' them as a preset. Click the "Filters" button, then click the "Save" option beside "Current filters".
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In the resulting popup, give the filter a name and optionally set it as your default preset. Click "Save" to finalize your preset.

Columns allow you to decide what information should be displayed in your report for your filtered results.

To customize the metrics shown in your report, click on the gear icon at the top right-hand side of the page.

There you can select which metrics you want to see in your report. You can also search columns to quickly find needed columns.

Arrange your report in any order by dragging and dropping your columns. You can also choose whether the columns should be fixed on the left-hand side of the screen, or if they should scroll.

Your reports can be sorted by column. You can see which column is sorting the report by looking for an arrow next to a column title. In the example below, the order of data in "Replenishment" dictates the arrangement of the report.

To change the column and sorting, click on another column name. If the column is ascending but you’d like descending, click the column title again.

Once you've set your columns, click Save beside "Visible columns".

On the resulting popup, name your layout and optionally set it as your default. Click "Save" to apply it to the report.

Presets on a standard account plan are unique to a specific user. You can share a filter preset by copying the URL of your generated report and sending the link to whomever you want to share it with. Note that only the filters will be copied and the other user's own column configuration will be used.

When you're subscribed to Inventory Planner Premium, there's a feature that allows one to share presets with multiple users.
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This option appears when you're saving your preset.

Selecting "Share with all account users" allows the shared preset to appear for all users on the Inventory Planner account when clicking the "Filters" button or the gear icon.

You can optionally make a shared saved column preset as a default by selecting the three buttons icon: