Creating Saved Filters

Creating Saved Filters

Saved Filter reports allow users to keep a copy of a report with all options and filters pre-populated, making it quicker and easier to run reports. 

Saved filters can be created for Standard or Custom Reports.

To create a new Saved Filter:

1. Open desired report.

2. Apply all appropriate Report options and filters,

3. Once the report is configured as desired, at the bottom of the page, click "Create".

The 'Saved Filter Details' box will open. Add a 'Saved Filter name' (mandatory) and 'Saved Filter description' (optional).

Then, click 'Create' once more to complete.

The Saved Filter is now created. 

To find the Saved Filter, click on the 'Saved Filters' tab, then use the search bar to search for the desired report as shown below: