It would be nice to save filters based on column criteria to use again later (e.g. Self-Assign workflows). Sorry if it’s built in and I missed it. Thanks!
From the Actions menu, click “Report”, then “Save Report”. You can name and access the report from the dropdown list next to the search bar. You can create as many reports as you like and they are private to you.
Sandra Serafini
Team•
Oct 27, 2024
Can you be more specific about where you’re looking for this feature? Is it somewhere where the interactive menu (i.e. the Actions button) is not available?
Perry Pawelka
•
Oct 28, 2024
The example I have in mind is self-assigning. Thanks for the suggestion but I don’t see the Save Report pictured here.
Also - do you have a tip sheet for filter syntax, like how I could get multiple ages filtered if it’s possible?
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Comments3
Sandra Serafini
Oct 27, 2024
From the Actions menu, click “Report”, then “Save Report”. You can name and access the report from the dropdown list next to the search bar. You can create as many reports as you like and they are private to you.
Sandra Serafini
Oct 27, 2024
Can you be more specific about where you’re looking for this feature? Is it somewhere where the interactive menu (i.e. the Actions button) is not available?
Perry Pawelka
Oct 28, 2024
The example I have in mind is self-assigning. Thanks for the suggestion but I don’t see the Save Report pictured here.
Also - do you have a tip sheet for filter syntax, like how I could get multiple ages filtered if it’s possible?