How Do I Create Saved Filters?

Creating Saved Filters

What are Saved Filters?

Saved Filters are a way to keep a copy of a report with all the options and filters pre-configured making it quicker and easier to run common reports.

Saved filters can be created for Standard or Custom Reports.

Creating a Saved Filter:

From the desired report, apply appropriate report options and filters.

• Options: are under the Report Settings tab, where users can change the report format, currency, report title/subtitle, etc.
• Filters: are under the Available Filters tab, where users can select the report parameters, such as account number, break fields, UDIDs, etc.

NOTE: Report options and filters will vary from report to report.

Once the report is configured, click Create at the bottom of the page.

NOTE: Filtering, as the name suggests, only filters the data down to a smaller subset of information. Filtering does not add additional fields to the report. 

The Saved Filter Details pop-up window will open.

Add a Saved Filter Name (mandatory), and Saved Filter description (optional). Then, click Create once more to complete setup.

TIP: Name the saved filter so that it’s easy to remember what it does.

Check the bottom left-hand corner of the page to ensure the report name is saved.

Accessing a Saved Filter:

There are 2 ways to access saved filters.

Every report has a – select a filter group – drop-down menu on the bottom left-hand corner of the page. This drop-down will list all saved filters associated with the report.

Additionally, they can be found by using the search bar within the Saved Filters tab.