Saving and Managing Filtered Report Views

November 24, 2025 09:39

Introduction

Prerequisites

Access to the reporting module.
Familiarity with applying filters within reports.

Learning Outcomes

Understand how to save applied filters in reports.
Learn how to manage saved filters, including viewing and applying them.
Recognize the reports that support this functionality.

Procedure / Steps

Step 1: Navigate to one of the supported reports (e.g., Inventory Balance Report).

Access the report where you want to save filters. The functionality is available in the IBR, Sales by Item, Transfer Detail Report, and Adjustment Report.

Step 2: Apply the desired filters to the report.

Use the available filter options within the report interface to set up your desired view. For example, in the Inventory Balance Report, you might select a specific 'Venue' or apply other criteria.

Step 3: Locate and click the 'Saved Filters' button.

Once your filters are set, find the 'Saved Filters' button, typically located near the top of the report interface, and click it.

Step 4: Click 'Create New Filter'.

In the 'Saved Filters' panel that appears, select the 'Create New Filter' option to begin saving your current configuration.

Step 5: Enter a name for your filter in the 'Preset Filter Name' field.

Provide a descriptive name for your filter. This will help you identify it later when managing your saved filters. For example, 'My Custom Filter - Store'.

Step 6: Configure 'Accessible For' settings.

Choose whether the filter should be 'Private' (only accessible to you) or 'Role'-based (accessible to users with specific roles).

Choose whether the filter should be 'Private' only accessible to you or 'Role'-based accessible to users with specific roles.

Step 7: Click the 'Create' button to save the filter.

After naming your filter and setting accessibility, click the 'Create' button to save the filter configuration.

Step 8: To apply a saved filter, click 'Saved Filters' again.

Return to the 'Saved Filters' panel.

Step 9: Select a saved filter from the list.

Under the 'SAVED FILTERS' or 'MY PRIVATE FILTERS' section, click on the name of the filter you wish to apply. The report will automatically update with the selected filter criteria.

Conclusion

By utilizing the 'Save Filter' functionality, users can significantly streamline their reporting workflow. This feature ensures that complex or frequently used filter combinations are readily available, promoting consistency and efficiency across analyses.

Saved filters persist across user sessions, meaning your custom configurations will be available the next time you log in and access the same report.

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