Saved report filters

For each report a user or organisation owner can save a set of filters specific to their requirements. This saves time when quickly viewing reports and save manually adding each filter in each time.

In this article we'll cover how to:

• save a set of filters.
• select a set of filters.
• update a set of filters.
• delete a set of filters.

Save a set of filters

• Navigate to Reporting.
• Click the View text on the desired report.

• Locate and click the All filters text to open the filters tab.

• Select the desired filters.
• Click the Save selected filters button.

• Give the saved filters a Name.

• Click Submit to save the filters.
  

Select a set of saved filters

Once you have added a set of saved filters you can quickly select these and apply them to the report you are viewing.

• Navigate to the filters tab on the required report.
• Click Load saved filter.
• Select a Saved filter from the available options.

The filters will be applied to the report.

Update a set of filters

Sometimes, instead of creating a new saved filter you may want to update an existing one. For example, adding an extra referral source.

• Select a Saved filter from the available options.
• Add or remove any filters.
• Click the Update button.

• Update the name of the filter or keep the same.

• Click Submit to save the new filters.

Delete a set of saved filters

• Select a Saved filter from the available options.
• Click the Delete button.

• You'll be shown a warning message.
  

• Click Delete to delete the saved filters.

Warning: Once a set of filters has been deleted this action cannot be undone. Please proceed with caution.