This article guides you through creating and saving your own filters. Understanding how these features work helps you quickly access specific data and navigate Reporting with confidence.
What Saved Reports Do
Saved reports simply take you back to a page in Reporting. They do not store data. Different users may see different results depending on their access permissions and any filters they apply.
If you select Reports and you have no saved filters or saved reports, you will see the default reports view ready for you to customise.
Creating and Saving a Filter
To create a saved filter:
Select Filters to open the filter panel.
Enter the criteria you want to filter by. Domain, Audience Group, and Name/Email/ID are available by default. Additional filter options may be available depending on the employee data uploaded to your platform, such as Department, Job Title, or Location.
If required, select Only include selected employees or Include leavers.
Select Apply to display employees matching your filter criteria.
To save the filter:
With your filter criteria applied, select Save filters.
Enter a name for the filter.
Select Save.
Your saved filter will now appear in the Saved filters section. You can rename or delete it at any time.
Tips and Troubleshooting
Always double-check the parameters you have added before saving. You will only see users based on your admin access.
If the results do not match your expectations, check whether an active filter is still applied.
Limitations
Saved reports only store the location in Reporting, not the data.
Filters are automatically cleared when navigating back using the breadcrumb.
Conclusion
You now know how saved reports and filters work, and how to create and save your own filters. If you need further help, select Contact Support from the Info icon in your portal.