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How to save a report filter/view?
How to save a report filter/view?

Saved view, report view

Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over 2 years ago

PARiM 'Reports' page allows you to build, filter and manage your own reports according to your company's needs to give you an overview of pretty much everything important going on.  

Usually the need to run a certain type of report repeats from time to time and to make the reporting more efficient - we strongly encourage to save your report filters as 'Saved view'.

First, on the 'Reports' page set the filters for your report (to open filter click on 'Show filter') and after you have set the filters, then click on the green 'Save view' button

Next, in the new window, you can name your filter and decide if you would like others to be able to use your saved search and then hit 'Save'

Now you have saved your filters and can use it again by selecting the saved view from the drop-down menu


Back to Reports menu

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