How to save a report filter and use it again
How to save a report filter and use it again. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open a report and apply the filters you want (dates, customer, county...).
- Under Saved filters, type a name in Name this filter… and press Save filter.
- Next time, click the filter's name in the Saved filters row to reapply it.
- To remove one, press the × next to it and confirm "Delete this saved filter?".
Tip
Saving with an existing name (not case-sensitive) replaces that filter. If you leave the name empty you get "Give the filter a name." Saved filters belong to the report and are visible to everyone who can open it.