Save Custom Filters in Reports
When generating reports, you now have the option to save your search filters with a concise, descriptive label. This feature eliminates the need to manually set filters each time, streamlining the report generation process- making it faster and more efficient!
How to Create and Save Custom Filters:
- Click "Save Filters":
- Select the columns you want to include in the report & give the saved filter a name to easily utilize it later:
- Mark any saved filter as your default to have it applied automatically whenever you open the report:
- Select from a dropdown list of your saved filters to instantly apply the saved search criteria:
Where You Can Use It:
This feature is available on the following reports:
- Appointments Report
- Recall Report
- Activity Report
- Practice Statistics Report
- Sold Products Report
- User Earnings Report
- Fee Schedule Usage Report
Start saving your filters today and take the hassle out of reporting!