Learn how to set up reports to remember your filter selections, including enabling and clearing report filters.
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Manage > User Accounts > {User Account} > Account Settings
What more do I need to use this feature?
- Admin permissions or restricted permissions to View all reports.
Which Checkfront version supports this feature - classic, new or both?
- The Reports feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Introduction
Back to topSeveral 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 that you don't need to keep frequently reapplying filters to reports you access.
Enabling remembered report filters
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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. There are two additional options available to select from, which are Remember last-used filters per session and Remember last-used filters until manually cleared.
Choose an option and select Save.
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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 filter settings here: |
Clearing remembered report filters
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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.