What are Preset Filters for Reports?

IN THIS ARTICLE:
Learn about Preset Filters for Reports and how to create, use, and manage them.

What is a Preset Filter?

If you commonly use the same filters when running reports, you can save them as a Preset Filter. Preset Filters are saved without a specific date range, so re-running a common report is as simple as:

  1. Loading an existing Preset Filter
  2. Setting your date range, and
  3. Generating the report in your preferred format

This feature is currently only available for certain reports.

Creating a Preset Filter

  1. After setting your common report 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.

Selecting a Preset Filter

  1. After launching the Report filters screen, click on the PRESET drop-down menu and select the Preset filter you wish to use.
    Presets01.png
  2. Your previously saved filters will be loaded.
  3. Set the the DATE SEARCH filters for your new report.
  4. Generate the report in whichever format works best for you.

Editing a Preset Filter

  1. After launching the Report filters screen, click on the PRESET drop-down menu and select the Preset filter you wish to use.
  2. Your previously saved filters will load.
  3. Update the filters as desired.
  4. Click the UPDATE PRESET button to overwrite the original filters.Presets02.png

Managing Preset Filters

  1. After launching the Report filters screen, click on the MANAGE PRESETS link in the top right-hand corner of the "Choose or Create Preset" section.
    Presets03.png
  2. This will load the MANAGE PRESETS window.
    Presets04.png
  3. Use the icons to the right of the right of the filter you wish to edit to make any changes:
    • The Pencil/Edit icon will allow you to rename the filter or change who has access to the filter.
    • The Trash/Garbage icon will delete the Preset filter completely.
    • The Four-Headed Arrow icon will allow you to re-order the filters on the list.
  4. After making any edits, be sure to Save your changes.

Other Notes

  • Presets are saved Per-User and Per-Report (since filters differ between reports).
  • Presets DO NOT SAVE DATES.
  • 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–Sat, 9am–9pm (CT).