diff --git a/cypress.config.ts b/cypress.config.ts
deleted file mode 100644
index a031ef1..0000000
--- a/cypress.config.ts
+++ /dev/null
@@ -1,12 +0,0 @@
-import {defineConfig} from "cypress";
-
-export default defineConfig({
-   e2e: {
-      viewportHeight: 1000,
-      viewportWidth: 1200,
-      setupNodeEvents(on, config)
-      {
-      // implement node event listeners here
-      },
-   },
-});
diff --git a/package.json b/package.json
index cb85d4f..feb4fdd 100644
--- a/package.json
+++ b/package.json
@@ -6,7 +6,7 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.101",
+      "@kingsrook/qqq-frontend-core": "1.0.102",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
diff --git a/src/qqq/components/forms/EntityForm.tsx b/src/qqq/components/forms/EntityForm.tsx
index bd01e2a..6e1f87e 100644
--- a/src/qqq/components/forms/EntityForm.tsx
+++ b/src/qqq/components/forms/EntityForm.tsx
@@ -44,9 +44,9 @@ import MDTypography from "qqq/components/legacy/MDTypography";
 import HelpContent from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
 import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
+import FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import RecordGridWidget, {ChildRecordListData} from "qqq/components/widgets/misc/RecordGridWidget";
-import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import {FieldRule, FieldRuleAction, FieldRuleTrigger} from "qqq/models/fields/FieldRules";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import Client from "qqq/utils/qqq/Client";
@@ -88,7 +88,7 @@ EntityForm.defaultProps = {
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
 
 function EntityForm(props: Props): JSX.Element
 {
@@ -119,11 +119,12 @@ function EntityForm(props: Props): JSX.Element
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [showEditChildForm, setShowEditChildForm] = useState(null as any);
+   const [modalDataChangedCounter, setModalDataChangedCount] = useState(0);
 
    const [notAllowedError, setNotAllowedError] = useState(null as string);
 
    const [formValuesJSON, setFormValuesJSON] = useState("");
-   const [formValues, setFormValues] = useState({} as {[name: string]: any});
+   const [formValues, setFormValues] = useState({} as { [name: string]: any });
 
    const {pageHeader, setPageHeader} = useContext(QContext);
 
@@ -282,6 +283,8 @@ function EntityForm(props: Props): JSX.Element
       setRenderedWidgetSections(newRenderedWidgetSections);
       forceUpdate();
 
+      setModalDataChangedCount(modalDataChangedCounter + 1);
+
       setShowEditChildForm(null);
    }
 
@@ -291,7 +294,7 @@ function EntityForm(props: Props): JSX.Element
     *******************************************************************************/
    useEffect(() =>
    {
-      const newRenderedWidgetSections: {[name: string]: JSX.Element} = {};
+      const newRenderedWidgetSections: { [name: string]: JSX.Element } = {};
       for (let widgetName in renderedWidgetSections)
       {
          const widgetMetaData = metaData.widgets.get(widgetName);
@@ -351,12 +354,11 @@ function EntityForm(props: Props): JSX.Element
    }
 
 
-
    /*******************************************************************************
     ** if we have a widget that wants to set form-field values, they can take this
     ** function in as a callback, and then call it with their values.
     *******************************************************************************/
-   function setFormFieldValuesFromWidget(values: {[name: string]: any})
+   function setFormFieldValuesFromWidget(values: { [name: string]: any })
    {
       for (let key in values)
       {
@@ -370,13 +372,13 @@ function EntityForm(props: Props): JSX.Element
     *******************************************************************************/
    function getWidgetSection(widgetMetaData: QWidgetMetaData, widgetData: any): JSX.Element
    {
-      if(widgetMetaData.type == "childRecordList")
+      if (widgetMetaData.type == "childRecordList")
       {
          widgetData.viewAllLink = null;
          widgetMetaData.showExportButton = false;
 
          return <RecordGridWidget
-            key={new Date().getTime()} // added so that editing values actually re-renders...
+            key={`${formValues["tableName"]}-${modalDataChangedCounter}`}
             widgetMetaData={widgetMetaData}
             data={widgetData}
             disableRowClick
@@ -388,18 +390,27 @@ function EntityForm(props: Props): JSX.Element
          />;
       }
 
-      if(widgetMetaData.type == "reportSetup")
+      if (widgetMetaData.type == "filterAndColumnsSetup")
       {
-         return <ReportSetupWidget
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if the widget metadata specifies a table name, set form values to that so widget knows which to use //
+         // (for the case when it is not being specified by a separate field in the record)                     //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         if (widgetMetaData?.defaultValues?.has("tableName"))
+         {
+            formValues["tableName"] = widgetMetaData?.defaultValues.get("tableName");
+         }
+
+         return <FilterAndColumnsSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
             isEditable={true}
             widgetMetaData={widgetMetaData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      if(widgetMetaData.type == "pivotTableSetup")
+      if (widgetMetaData.type == "pivotTableSetup")
       {
          return <PivotTableSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
@@ -407,10 +418,10 @@ function EntityForm(props: Props): JSX.Element
             widgetMetaData={widgetMetaData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      if(widgetMetaData.type == "dynamicForm")
+      if (widgetMetaData.type == "dynamicForm")
       {
          return <DynamicFormWidget
             key={formValues["savedReportId"]} // todo - pull this from the metaData (could do so above too...)
@@ -420,10 +431,10 @@ function EntityForm(props: Props): JSX.Element
             recordValues={formValues}
             record={record}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>)
+      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>);
    }
 
 
@@ -449,12 +460,12 @@ function EntityForm(props: Props): JSX.Element
    function setupFieldRules(tableMetaData: QTableMetaData)
    {
       const mdbMetaData = tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-      if(!mdbMetaData)
+      if (!mdbMetaData)
       {
          return;
       }
 
-      if(mdbMetaData.fieldRules)
+      if (mdbMetaData.fieldRules)
       {
          const newFieldRules: FieldRule[] = [];
          for (let i = 0; i < mdbMetaData.fieldRules.length; i++)
@@ -488,15 +499,15 @@ function EntityForm(props: Props): JSX.Element
          /////////////////////////////////////////////////
          const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData, [...tableMetaData.fields.keys()], (section: QTableSection) =>
          {
-            const widget = metaData.widgets.get(section.widgetName);
-            if(widget)
+            const widget = metaData?.widgets.get(section.widgetName);
+            if (widget)
             {
-               if(widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
+               if (widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
                {
                   return (true);
                }
 
-               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
+               if (widget.type == "filterAndColumnsSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
                {
                   return (true);
                }
@@ -680,7 +691,7 @@ function EntityForm(props: Props): JSX.Element
             }
 
             const hasFields = section.fieldNames && section.fieldNames.length > 0;
-            if(hasFields)
+            if (hasFields)
             {
                for (let j = 0; j < section.fieldNames.length; j++)
                {
@@ -719,7 +730,7 @@ function EntityForm(props: Props): JSX.Element
             }
             else
             {
-               const widgetMetaData = metaData.widgets.get(section.widgetName);
+               const widgetMetaData = metaData?.widgets.get(section.widgetName);
                const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
 
                newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
@@ -1000,19 +1011,19 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   function makeQueryStringWithIdAndObject(tableMetaData: QTableMetaData, object: {[key: string]: any})
+   function makeQueryStringWithIdAndObject(tableMetaData: QTableMetaData, object: { [key: string]: any })
    {
       const queryParamsArray: string[] = [];
-      if(props.id)
+      if (props.id)
       {
-         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`)
+         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`);
       }
 
-      if(object)
+      if (object)
       {
          for (let key in object)
          {
-            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`)
+            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`);
          }
       }
 
@@ -1023,7 +1034,7 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   async function reloadWidget(widgetName: string, additionalQueryParamsForWidget: {[key: string]: any })
+   async function reloadWidget(widgetName: string, additionalQueryParamsForWidget: { [key: string]: any })
    {
       const widgetData = await qController.widget(widgetName, makeQueryStringWithIdAndObject(tableMetaData, additionalQueryParamsForWidget));
       const widgetMetaData = metaData.widgets.get(widgetName);
@@ -1045,11 +1056,11 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     ** process a form-field having a changed value (e.g., apply field rules).
     *******************************************************************************/
-   function handleChangedFieldValue(fieldName: string, oldValue: any, newValue: any, valueChangesToMake: {[fieldName: string]: any})
+   function handleChangedFieldValue(fieldName: string, oldValue: any, newValue: any, valueChangesToMake: { [fieldName: string]: any })
    {
       for (let fieldRule of fieldRules)
       {
-         if(fieldRule.trigger == FieldRuleTrigger.ON_CHANGE && fieldRule.sourceField == fieldName)
+         if (fieldRule.trigger == FieldRuleTrigger.ON_CHANGE && fieldRule.sourceField == fieldName)
          {
             switch (fieldRule.action)
             {
@@ -1058,7 +1069,7 @@ function EntityForm(props: Props): JSX.Element
                   valueChangesToMake[fieldRule.targetField] = null;
                   break;
                case FieldRuleAction.RELOAD_WIDGET:
-                  const additionalQueryParamsForWidget: {[key: string]: any} = {};
+                  const additionalQueryParamsForWidget: { [key: string]: any } = {};
                   additionalQueryParamsForWidget[fieldRule.sourceField] = newValue;
                   reloadWidget(fieldRule.targetWidget, additionalQueryParamsForWidget);
             }
@@ -1148,21 +1159,21 @@ function EntityForm(props: Props): JSX.Element
                         /////////////////////////////////////////////////
                         // if we have values from formik, look at them //
                         /////////////////////////////////////////////////
-                        if(values)
+                        if (values)
                         {
                            ////////////////////////////////////////////////////////////////////////
                            // use stringified values as cheap/easy way to see if any are changed //
                            ////////////////////////////////////////////////////////////////////////
                            const newFormValuesJSON = JSON.stringify(values);
-                           if(formValuesJSON != newFormValuesJSON)
+                           if (formValuesJSON != newFormValuesJSON)
                            {
-                              const valueChangesToMake: {[fieldName: string]: any} = {};
+                              const valueChangesToMake: { [fieldName: string]: any } = {};
 
                               ////////////////////////////////////////////////////////////////////
                               // if the form is dirty (e.g., we're not doing the initial load), //
                               // then process rules for any changed fields                      //
                               ////////////////////////////////////////////////////////////////////
-                              if(dirty)
+                              if (dirty)
                               {
                                  for (let fieldName in values)
                                  {
@@ -1194,7 +1205,7 @@ function EntityForm(props: Props): JSX.Element
                                  setFieldValue(fieldName, valueChangesToMake[fieldName], false);
                               }
 
-                              setFormValues(formValues)
+                              setFormValues(formValues);
                               setFormValuesJSON(JSON.stringify(values));
                            }
                         }
diff --git a/src/qqq/components/misc/SavedViews.tsx b/src/qqq/components/misc/SavedViews.tsx
index 32c7c6c..3b50094 100644
--- a/src/qqq/components/misc/SavedViews.tsx
+++ b/src/qqq/components/misc/SavedViews.tsx
@@ -25,7 +25,8 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Alert, Box, Button} from "@mui/material";
+import {Alert, Button} from "@mui/material";
+import Box from "@mui/material/Box";
 import Dialog from "@mui/material/Dialog";
 import DialogActions from "@mui/material/DialogActions";
 import DialogContent from "@mui/material/DialogContent";
@@ -94,12 +95,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
    const {accentColor, accentColorLight, userId: currentUserId} = useContext(QContext);
 
-   /////////////////////////////////////////////////////////////////////////////////////////
-   // this component is used by <RecordQuery> - but that component has different usages - //
-   // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal  //
-   // under the ReportSetupWidget).  So, there are some behaviors we only want when we're //
-   // on the full-fledged query screen, such as changing the URL with saved view ids.     //
-   /////////////////////////////////////////////////////////////////////////////////////////
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   // this component is used by <RecordQuery> - but that component has different usages -     //
+   // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal      //
+   // under the FilterAndColumnsSetupWidget).  So, there are some behaviors we only want when //
+   // we're on the full-fledged query screen, such as changing the URL with saved view ids.   //
+   /////////////////////////////////////////////////////////////////////////////////////////////
    const isQueryScreen = queryScreenUsage == "queryScreen";
 
    const openSavedViewsMenu = (event: any) => setSavedViewsMenu(event.currentTarget);
diff --git a/src/qqq/components/widgets/DashboardWidgets.tsx b/src/qqq/components/widgets/DashboardWidgets.tsx
index ee57e83..edcf070 100644
--- a/src/qqq/components/widgets/DashboardWidgets.tsx
+++ b/src/qqq/components/widgets/DashboardWidgets.tsx
@@ -40,10 +40,10 @@ import DataBagViewer from "qqq/components/widgets/misc/DataBagViewer";
 import DividerWidget from "qqq/components/widgets/misc/Divider";
 import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
 import FieldValueListWidget from "qqq/components/widgets/misc/FieldValueListWidget";
+import FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import QuickSightChart from "qqq/components/widgets/misc/QuickSightChart";
 import RecordGridWidget from "qqq/components/widgets/misc/RecordGridWidget";
-import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import ScriptViewer from "qqq/components/widgets/misc/ScriptViewer";
 import StepperCard from "qqq/components/widgets/misc/StepperCard";
 import USMapWidget from "qqq/components/widgets/misc/USMapWidget";
@@ -598,9 +598,9 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                )
             }
             {
-               widgetMetaData.type === "reportSetup" && (
+               widgetMetaData.type === "filterAndColumnsSetup" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
-                  <ReportSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
                   {
                   }} />
                )
diff --git a/src/qqq/components/widgets/misc/ReportSetupWidget.tsx b/src/qqq/components/widgets/misc/FilterAndColumnsSetupWidget.tsx
similarity index 72%
rename from src/qqq/components/widgets/misc/ReportSetupWidget.tsx
rename to src/qqq/components/widgets/misc/FilterAndColumnsSetupWidget.tsx
index 05ebfa2..eb15c5e 100644
--- a/src/qqq/components/widgets/misc/ReportSetupWidget.tsx
+++ b/src/qqq/components/widgets/misc/FilterAndColumnsSetupWidget.tsx
@@ -22,6 +22,9 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QCriteriaOperator";
+import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
+import {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
 import {Alert, Collapse} from "@mui/material";
 import Box from "@mui/material/Box";
@@ -42,7 +45,7 @@ import Client from "qqq/utils/qqq/Client";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import React, {useContext, useEffect, useRef, useState} from "react";
 
-interface ReportSetupWidgetProps
+interface FilterAndColumnsSetupWidgetProps
 {
    isEditable: boolean;
    widgetMetaData: QWidgetMetaData;
@@ -50,7 +53,7 @@ interface ReportSetupWidgetProps
    onSaveCallback?: (values: { [name: string]: any }) => void;
 }
 
-ReportSetupWidget.defaultProps = {
+FilterAndColumnsSetupWidget.defaultProps = {
    onSaveCallback: null
 };
 
@@ -80,9 +83,10 @@ const qController = Client.getInstance();
 /*******************************************************************************
  ** Component for editing the main setup of a report - that is: filter & columns
  *******************************************************************************/
-export default function ReportSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: ReportSetupWidgetProps): JSX.Element
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
+   const [hideColumns, setHideColumns] = useState(widgetMetaData?.defaultValues?.has("hideColumns") && widgetMetaData?.defaultValues?.get("hideColumns"));
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
    const [alertContent, setAlertContent] = useState(null as string);
@@ -101,15 +105,36 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /////////////////////////////
    // load values from record //
    /////////////////////////////
-   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   let columns: QQueryColumns = null;
    let usingDefaultEmptyFilter = false;
+   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
    if (!queryFilter)
    {
       queryFilter = new QQueryFilter();
-      usingDefaultEmptyFilter = true;
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if there is no queryFilter provided, see if there are default fields from which a query should be seeded //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      const defaultFilterFields = getDefaultFilterFieldNames(widgetMetaData);
+      if (defaultFilterFields?.length > 0)
+      {
+         defaultFilterFields.forEach((fieldName: string) =>
+         {
+            if (recordValues[fieldName])
+            {
+               queryFilter.addCriteria(new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [recordValues[fieldName]]));
+            }
+         });
+
+         queryFilter.addOrderBy(new QFilterOrderBy("id", false));
+         queryFilter = Object.assign({}, queryFilter);
+      }
+      else
+      {
+         usingDefaultEmptyFilter = true;
+      }
    }
 
-   let columns: QQueryColumns = null;
    if (recordValues["columnsJson"])
    {
       columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
@@ -120,11 +145,20 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    //////////////////////////////////////////////////////////////////////
    useEffect(() =>
    {
-      if (recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      ////////////////////////////////////////////////////////////////////////////////////////
+      // if a default table name specified, use it, otherwise use it from the record values //
+      ////////////////////////////////////////////////////////////////////////////////////////
+      let tableName = widgetMetaData?.defaultValues?.get("tableName");
+      if (!tableName && recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         tableName = recordValues["tableName"];
+      }
+
+      if (tableName)
       {
          (async () =>
          {
-            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"]);
+            const tableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
 
             const queryFilterForFrontend = Object.assign({}, queryFilter);
@@ -132,7 +166,21 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
             setFrontendQueryFilter(queryFilterForFrontend);
          })();
       }
-   }, [recordValues]);
+   }, [JSON.stringify(recordValues)]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getDefaultFilterFieldNames(widgetMetaData: QWidgetMetaData)
+   {
+      if (widgetMetaData?.defaultValues?.has("filterDefaultFieldNames"))
+      {
+         return (widgetMetaData.defaultValues.get("filterDefaultFieldNames").split(","));
+      }
+
+      return ([]);
+   }
 
 
    /*******************************************************************************
@@ -140,8 +188,27 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function openEditor()
    {
+      let missingRequiredFields = [] as string[];
+      getDefaultFilterFieldNames(widgetMetaData)?.forEach((fieldName: string) =>
+      {
+         if (!recordValues[fieldName])
+         {
+            missingRequiredFields.push(tableMetaData.fields.get(fieldName).label);
+         }
+      });
+
+      ////////////////////////////////////////////////////////////////////
+      // display an alert and return if any required fields are missing //
+      ////////////////////////////////////////////////////////////////////
+      if (missingRequiredFields.length > 0)
+      {
+         setAlertContent("The following fields must first be selected to add Additional Order Filters: '" + missingRequiredFields.join(", ") + "'");
+         return;
+      }
+
       if (recordValues["tableName"])
       {
+         setAlertContent(null);
          setModalOpen(true);
       }
    }
@@ -272,7 +339,14 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    const labelAdditionalElementsRight: JSX.Element[] = [];
    if (isEditable)
    {
-      labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      if (!hideColumns)
+      {
+         labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      }
+      else
+      {
+         labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      }
    }
 
 
@@ -311,29 +385,31 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
                </Box>
             }
          </Box>
-         <Box pt="1rem">
-            <h5>Columns</h5>
-            <Box display="flex" flexWrap="wrap" fontSize="1rem">
-               {
-                  mayShowColumnsPreview() &&
-                  columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
-               }
-               {
-                  !mayShowColumnsPreview() &&
-                  <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
-                     {
-                        isEditable &&
-                        <Tooltip title={selectTableFirstTooltipTitle}>
-                           <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
-                        </Tooltip>
-                     }
-                     {
-                        !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
-                     }
-                  </Box>
-               }
+         {!hideColumns && (
+            <Box pt="1rem">
+               <h5>Columns</h5>
+               <Box display="flex" flexWrap="wrap" fontSize="1rem">
+                  {
+                     mayShowColumnsPreview() &&
+                     columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
+                  }
+                  {
+                     !mayShowColumnsPreview() &&
+                     <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
+                        {
+                           isEditable &&
+                           <Tooltip title={selectTableFirstTooltipTitle}>
+                              <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
+                           </Tooltip>
+                        }
+                        {
+                           !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
+                        }
+                     </Box>
+                  }
+               </Box>
             </Box>
-         </Box>
+         )}
          {
             modalOpen &&
             <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>
diff --git a/src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx b/src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx
index 9c22a98..ebfc4bb 100644
--- a/src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx
+++ b/src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx
@@ -39,9 +39,9 @@ import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import {PivotTableGroupByElement} from "qqq/components/widgets/misc/PivotTableGroupByElement";
 import {PivotTableValueElement} from "qqq/components/widgets/misc/PivotTableValueElement";
-import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/ReportSetupWidget";
 import Widget, {HeaderToggleComponent} from "qqq/components/widgets/Widget";
 import {PivotObjectKey, PivotTableDefinition, PivotTableFunction, pivotTableFunctionLabels, PivotTableGroupBy, PivotTableValue} from "qqq/models/misc/PivotTableDefinitionModels";
 import QQueryColumns from "qqq/models/query/QQueryColumns";
diff --git a/src/qqq/pages/processes/ProcessRun.tsx b/src/qqq/pages/processes/ProcessRun.tsx
index c99d816..dc04e26 100644
--- a/src/qqq/pages/processes/ProcessRun.tsx
+++ b/src/qqq/pages/processes/ProcessRun.tsx
@@ -94,7 +94,7 @@ const BACKOFF_AMOUNT = 1.5;
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
 
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
@@ -134,7 +134,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    const [showErrorDetail, setShowErrorDetail] = useState(false);
    const [showFullHelpText, setShowFullHelpText] = useState(false);
 
-   const [renderedWidgets, setRenderedWidgets] = useState({} as {[step: string]: {[widgetName: string]: any}});
+   const [renderedWidgets, setRenderedWidgets] = useState({} as { [step: string]: { [widgetName: string]: any } });
 
    const {pageHeader, recordAnalytics, setPageHeader, helpHelpActive} = useContext(QContext);
 
@@ -238,15 +238,15 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       setShowFullHelpText(!showFullHelpText);
    };
 
-   const download = (processValues: {[key: string]: string}) =>
+   const download = (processValues: { [key: string]: string }) =>
    {
       let url;
       let fileName = processValues.downloadFileName;
-      if(processValues.serverFilePath)
+      if (processValues.serverFilePath)
       {
          url = `/download/${encodeURIComponent(processValues.downloadFileName)}?filePath=${encodeURIComponent(processValues.serverFilePath)}`;
       }
-      else if(processValues.storageTableName && processValues.storageReference)
+      else if (processValues.storageTableName && processValues.storageReference)
       {
          url = `/download/${encodeURIComponent(processValues.downloadFileName)}?storageTableName=${encodeURIComponent(processValues.storageTableName)}&storageReference=${encodeURIComponent(processValues.storageReference)}`;
       }
@@ -291,19 +291,19 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
     *******************************************************************************/
    function renderWidget(widgetName: string)
    {
-      if(!renderedWidgets[activeStep.name])
+      if (!renderedWidgets[activeStep.name])
       {
          renderedWidgets[activeStep.name] = {};
          setRenderedWidgets(renderedWidgets);
       }
 
-      if(renderedWidgets[activeStep.name][widgetName])
+      if (renderedWidgets[activeStep.name][widgetName])
       {
          return renderedWidgets[activeStep.name][widgetName];
       }
 
       const widgetMetaData = qInstance.widgets.get(widgetName);
-      if(!widgetMetaData)
+      if (!widgetMetaData)
       {
          return (<Alert color="error">Unrecognized widget name: {widgetName}</Alert>);
       }
@@ -311,12 +311,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       const queryStringParts: string[] = [];
       for (let name in processValues)
       {
-         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`)
+         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`);
       }
 
       const renderedWidget = (<Box m={-2}>
          <DashboardWidgets widgetMetaDataList={[widgetMetaData]} omitWrappingGridContainer={true} childUrlParams={queryStringParts.join("&")} />
-      </Box>)
+      </Box>);
       renderedWidgets[activeStep.name][widgetName] = renderedWidget;
       return renderedWidget;
    }
@@ -367,8 +367,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                </MDTypography>
                <Box component="div" py={3}>
                   <Grid container justifyContent="flex-end" spacing={3}>
-                     {isModal ? <QCancelButton onClickHandler={handleCancelClicked} disabled={false} label="Close" />
-                        : !isWidget && <QCancelButton onClickHandler={handleCancelClicked} disabled={false} />
+                     {isModal ? <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} label="Close" />
+                        : !isWidget && <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} />
                      }
                   </Grid>
                </Box>
@@ -500,7 +500,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                   // edit the formData object to just include those.                      //
                   //////////////////////////////////////////////////////////////////////////
                   let formDataToUse = formData;
-                  if(component.values && component.values.includeFieldNames)
+                  if (component.values && component.values.includeFieldNames)
                   {
                      formDataToUse = Object.assign({}, formData);
 
@@ -608,21 +608,21 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                         }
                         {
                            component.type === QComponentType.EDIT_FORM &&
-                              <>
-                                 {
-                                    component.values?.sectionLabel ?
-                                       <Box py={1.5}>
-                                          <Card sx={{scrollMarginTop: "20px"}}>
-                                             <MDTypography variant="h5" p={3} pl={2} pb={1}>
-                                                {component.values?.sectionLabel}
-                                             </MDTypography>
-                                             <Box pt={0} p={2}>
-                                                <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
-                                             </Box>
-                                          </Card>
-                                       </Box> : <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
-                                 }
-                              </>
+                           <>
+                              {
+                                 component.values?.sectionLabel ?
+                                    <Box py={1.5}>
+                                       <Card sx={{scrollMarginTop: "20px"}}>
+                                          <MDTypography variant="h5" p={3} pl={2} pb={1}>
+                                             {component.values?.sectionLabel}
+                                          </MDTypography>
+                                          <Box pt={0} p={2}>
+                                             <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                                          </Box>
+                                       </Card>
+                                    </Box> : <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                              }
+                           </>
                         }
                         {
                            component.type === QComponentType.VIEW_FORM && step.viewFields && (
@@ -1079,14 +1079,14 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             setProcessValues(qJobComplete.values);
             setQJobRunning(null);
 
-            if(formikSetFieldValueFunction)
+            if (formikSetFieldValueFunction)
             {
                //////////////////////////////////
                // reset field values in formik //
                //////////////////////////////////
                for (let key in qJobComplete.values)
                {
-                  if(Object.hasOwn(formFields, key))
+                  if (Object.hasOwn(formFields, key))
                   {
                      console.log(`(re)setting form field [${key}] to [${qJobComplete.values[key]}]`);
                      formikSetFieldValueFunction(key, qJobComplete.values[key]);
@@ -1098,7 +1098,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             // if the process step sent a new frontend-step-list, then refresh what we have in state (constructing new full model objects) //
             /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             const updatedFrontendStepList = qJobComplete.updatedFrontendStepList;
-            if(updatedFrontendStepList)
+            if (updatedFrontendStepList)
             {
                setSteps(updatedFrontendStepList);
             }
@@ -1401,8 +1401,20 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       });
    };
 
-   const handleCancelClicked = () =>
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const handleCancelClicked = (isClose: boolean) =>
    {
+      //////////////////////////////////////////////////////////////////
+      // unless this is a 'close', then tell backend we're cancelling //
+      //////////////////////////////////////////////////////////////////
+      if (!isClose)
+      {
+         Client.getInstance().processCancel(processName, processUUID);
+      }
+
       if (isModal && closeModalHandler)
       {
          closeModalHandler(null, "cancelClicked");
@@ -1415,6 +1427,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       navigate(path, {replace: true});
    };
 
+
    const mainCardStyles: any = {};
    const formStyles: any = {};
    mainCardStyles.minHeight = `calc(100vh - ${isModal ? 150 : 400}px)`;
@@ -1490,8 +1503,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      <Box p={3}>
                         <Box pb={isWidget ? 6 : "initial"}>
                            {/***************************************************************************
-                         ** step content - e.g., the appropriate form or other screen for the step **
-                         ***************************************************************************/}
+                            ** step content - e.g., the appropriate form or other screen for the step **
+                            ***************************************************************************/}
                            {getDynamicStepContent(
                               activeStepIndex,
                               activeStep,
@@ -1507,8 +1520,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                               setFieldValue,
                            )}
                            {/********************************
-                         ** back &| next/submit buttons **
-                         ********************************/}
+                            ** back &| next/submit buttons **
+                            ********************************/}
                            <Box mt={6} width="100%" display="flex" justifyContent="space-between" position={isWidget ? "absolute" : "initial"} bottom={isWidget ? "3rem" : "initial"} right={isWidget ? "1.5rem" : "initial"}>
                               {true || activeStepIndex === 0 ? (
                                  <Box />
@@ -1526,7 +1539,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                     )}
                                     {
                                        noMoreSteps && <QCancelButton
-                                          onClickHandler={handleCancelClicked}
+                                          onClickHandler={() => handleCancelClicked(true)}
                                           label={isModal ? "Close" : "Return"}
                                           iconName={isModal ? "cancel" : "arrow_back"}
                                           disabled={isSubmitting} />
@@ -1537,7 +1550,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                              <Grid container justifyContent="flex-end" spacing={3}>
                                                 {
                                                    !isWidget && (
-                                                      <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
+                                                      <QCancelButton onClickHandler={() => handleCancelClicked(false)} disabled={isSubmitting} />
                                                    )
                                                 }
                                                 <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
@@ -1552,7 +1565,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      </Box>
                   </Card>
                </Form>
-            )
+            );
          }}
       </Formik>
    );
diff --git a/src/test/resources/fixtures/metaData/index.json b/src/test/resources/fixtures/metaData/index.json
index 401fcda..54cd334 100644
--- a/src/test/resources/fixtures/metaData/index.json
+++ b/src/test/resources/fixtures/metaData/index.json
@@ -822,7 +822,7 @@
       "reportSetupWidget": {
          "name": "reportSetupWidget",
          "label": "Filters and Columns",
-         "type": "reportSetup",
+         "type": "filterAndColumnsSetup",
          "isCard": true,
          "storeDropdownSelections": false,
          "showReloadButton": true,