Learn how to set up reports to remember your filter selections, including enabling and clearing report filters.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
Current: Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our new plans or how to change your plan.
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
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 you don't need to reapply filters to reports you access frequently.
Enabling remembered report filters
Back to topFilter 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 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
Back to topSometimes 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.