Saved Filters make it easy for end users to quickly filter reports with just a few clicks. Saved Filters were invented because we realized that our users were looking at the same cuts of data all the time.
Saved Filters will be enhanced with our new Relative Date Filters. Relative Date Filters are common date ranges, like this week, this month, this year, etc. Now you can build a saved filter that is always date relevant.
Creating a Saved Filter
The first thing you will need to do is select at least 1 filter for the report you are working on and then click Filter.
Click on the Saved Filters Control.
Name the Saved Filter.
Make sure to name your filter very descriptively. Explain at a high level what the filter does.
In the picture, you see Top Issues - Safety Inspection, it is very clear what you are getting in that filter.
You have to choose between Just me or Everyone.
Just Me: means that only you will be able to see and use the filter you are creating.
Everyone: this means that every user with access to reports will be able to select your saved filter.
Click New
Once you have saved your filter, the next time you come to this report you will be able to click on your filter and have it applied to the data.
Using a Saved Filter
Open a report.
Click on the Saved Filters Control.
Click on the Saved Filter you want.
The filter will be applied and the data will be filtered with just one click.