Saving Report Filters

You have the ability to create multiple filters, set a default and share them with staff users 

• Click on Add New 
• Give your report filter a “Title” 
• Your checkboxes will be ticked, de-selecting them will not have the option on. Keep them ‘ticked’ if you want to use the options: 

• “Make Default” - will be your default filter every time we you open the report or rest the filter 

• “Shared”  - your staff users will be able to see the report filter 

• “Default Dates” -  where you can choose a start and end date range

• Click on the Save button to save your filter 

To Edit or Delete a filter, select from the drop down arrow and:

a) click on the pencil icon to edit the filter

b) click on the trash can icon to delete the filter