Preset Filters for Reports

Currently this feature is only available for Family Reports (REPORTS>FAMILIES).

If you commonly use the same filters when running reports, you can now save them as Presets!  Simply load a Preset Filter whenever you open the report page, set your date range and click to generate the report in your preferred format.

To Save a Preset Report Filter:

  1. After setting filters, click SAVE AS NEW PRESET. This will launch the "Create Preset" window:
    preset_report_filters.png
  2. Enter a unique PRESET NAME to identify your filters.
  3. Select who can see the PRESET. Clicking “Let Me Choose” will bring up options to select specific staff members or Staff Usergroups:
    preset_report_filters2.png
  4. Click SAVE PRESET once you are finished.
  5. To use the Preset in the future, select it from the “Preset” drop-down menu.

NOTES:

  • Presets are saved Per-User and Per-Report (since filters differ between reports).
  • Presets DO NOT SAVE DATES.
  • You can edit the selected filters on a saved PRESET choosing it from the menu and then clicking UPDATE PRESET after making your changes.
  • You can rename, delete, or organize saved PRESETS clicking on “Manage Presets” and selecting the appropriate option next to the PRESET on the list.

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.