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
Saved Filters for Toggle Access Users
For users with Toggle Access to multiple databases - you can set Saved Filters when toggling between clinics.
The Saved Filters creating during Toggle will only be available for the User who created it.
Start saving your filters today and take the hassle out of reporting!