Feature Requests

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Saving criteria for reports

There are some reports that we like to run weekly and monthly that have the same or close to the same criteria so we would like to save those reports.

  • Guest
  • Apr 29 2022
  • Shipped
How often would you use this request?

weekly to monthly.

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  • Admin
    Shoaib Mehmood commented
    4 Mar 12:10pm

    This feature is now available for the new reports.

    • Make sure that you have the toggle switch for new reports turned on:

    • Select the criteria that you want to save and click the Generate button. For Date fields, you can specify dynamic values such as as first day of current month and last day of current month to run the report for the current month, last month, current week, etc:

    • Now click on the 'Add Bookmark' button from the toolbar. Enter Name and description and click Ok.

    • The criteria has been saved. You can select it from the Bookmarks list in the toolbar or mark as default so that the report uses it as the default criteria.