How to save custom filters in reports

Do you have custom reports that you need to access quickly? Use our saved filters option to store a predetermined set of filters that can be applied to your reports.

How to save a custom filter

Step 1

Navigate to the Reports section from your Dashboard and select the report you wish to review.

Step 2

Click on the Filters button to reveal the filters pane.

Step 3

Specific clients, projects, members and to-dos can be included in your customized report.

Click in the relevant field, and choose an item from the drop-down list.

You can also type the name of the variable to quickly find it.

Step 4

Once all filters are selected that you wish to apply to the report, press Save Filters to store it for next time.

A pop up box will appear allowing you to enter a name for the filter, and a description.

Step 5

Your filter will now be saved. It will appear under the Saved Filters tab for easy access1, as per below2.

How to apply a saved filter to a report

Step 1

To apply a saved filter to a report, first click on the arrow beside the filters button.

Step 2

Click on the relevant filter from the drop-down list to select it1. You can also type the name of the filter in the search field to quickly find it2.

Once the filter is selected, the variables will be applied to the report you are viewing.

Please note date ranges cannot be incorporated into a saved filter.

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