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How can I create or save favourite filters for reports?
How can I create or save favourite filters for reports?

You can save frequently used filters to easily re-apply them to your reports in future.

Lou Monsour avatar
Written by Lou Monsour
Updated over a week ago

When running reports, there are a number of options for filtering. For frequently used filters, we recommend saving them as a favourite search. This will allow you to quickly re-apply the filter any time you need to re-run your report.

Follow these steps:

  1. Navigate to a report in the admin area of your portal.

  2. Create your filter.

  3. Click the 'Save Search' button in the top-right of the page.

  4. Give the filter a name and click 'Save'.

You can re-apply your saved filter at any time by returning to the report, clicking the star button, selecting your saved filter and clicking 'Apply'.

To delete a saved filter, click the star button, select the applicable filter and click 'Delete'.

Note: Saved filters apply to specific reports only and are visible to you only (they are not shared between admins).

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