Set default filter on report

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  • Updated 2 years ago
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We have a simple report for Timeoff which we run quite often.  Currently, each time we run the report, we need to manually set the date for Jan 1, set user type to "Enabled", and select a specific time off type.  These filter settings are always the same - is there a way to configure the report to have these filters as default so we don't have to set them manually every time?  
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Michael Lindauer

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Posted 2 years ago

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Yamuna G, Employee

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Hi Lindauer, 

Yes, we can set default filter values to the report and you do not have to set them manually every time. Please follow the steps below to save default filter values. 

  • Login to the application.
  • Go to the Reports. 
  • Click the report on which you want to set filter values.
  • Set the filter values for the report which you want to make default option. 
  • You will see "Save", option highlighted on the right side of the page. Click on it. 
  • You will see a notification "The settings were saved successfully." 
Next time when you access the same report you will see the set filter values and you do not have to manually change them everytime. 

Yamuna G