Overview
In your role, you may have a report that you run on a regular basis. You are able to save your filters so that each time you run it, the filters will pre-populate for you. These saved search filters are private, visible only to the staff who is logged in. This article will show you how to set that up.
Save Report Filters
- Go to Reports Module.
- Choose the report you want to run. For example: Report 1010 - Billed Item Search.
- Set your filters as you want them.
- If you choose specific dates, these specific dates will save & you will need to update them before displaying the report.
- If you choose a Quick Range, the dates in the date fields will update automatically according to the Quick Range saved.
- To save this search filter, go to the bottom of the window to the Saved filters drop-down menu & select Save Current Filters As...
- You will be asked to name this search filter.
- If no name is entered here, the name will default to Saved Filters [today's date].
- You will be asked to name this search filter.
- When selecting a saved search filter, a delete button will appear to the right of the name.
- If you click the Delete button, a warning will pop up asking if you are sure you want to delete this saved filter.
- If you click the Delete button, a warning will pop up asking if you are sure you want to delete this saved filter.