Save time and streamline your reporting by configuring reports to remember your filter preferences each time you run them.
Learn how to set up reports to remember your filter selections, including enabling and clearing report filters.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Manage > User Accounts > {User Account} > Account Settings
What more do I need to use this feature?
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Admin permissions or restricted permissions to View all reports.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Introduction
Several reports, such as the Daily Manifest, Booking Daily List, and the Booking Index, allow filter views to apply across sessions, meaning your filter selections are saved for return visits. This is helpful, so you don't need to reapply filters to reports you access frequently.
Enabling remembered report filters
Filter settings are adjusted for a Staff account individually in the User Accounts area (Manage > User Accounts > {User Account} > Account Settings).
By default, the Do not remember filters setting is selected. Two additional options are available to select from: Remember last-used filters per session and Remember last-used filters until manually cleared.
Choose an option and select the Save button.
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Remembered filters may hide important data Remembered report filters may hide important data when visiting a report. Clear the filter if you need to see all report data. |
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Learn more about report filters For a detailed look at report filter settings, check out the following article: |
Clearing remembered report filters
Sometimes you want to see data other than what automatically shows with the report filter enabled or to set up a new remembered filter. To clear a filter, select the X button in the report field that has the filter enabled to clear the current view.