How can I make a custom filter the default on a report? | Community
Skip to main content
KatiePo3
KatiePo3
Level 2
August 30, 2024
Question

How can I make a custom filter the default on a report?

  • August 30, 2024
  • 2 replies
  • 1062 views

I have a customized filter for a report, but every time I navigate away from the report and then back to it, the filter goes back to Standard. Is there a way to apply my filter so it always displays by default?

2 replies

lgaertner
lgaertner
Level 9
September 2, 2024

Hello Katie,

 

If you created a valid and working filter directly in your report (filters tab), it should also default to this when opening the report.
You could also prevent users from changing the filter by clicking on Report settings and uncheck Allow Filter to be changed on the report.

 

 

Regards

Lars

KatiePo3
KatiePo3Author
Level 2
September 3, 2024

Hi Lars, thanks for the clarification.

Just to make sure I'm understanding you correctly, I can only change the filter on the report itself and it would apply to everyone who views the report.

Is there a way to apply the filter only to me? I've attached a screenshot of where I created the filter. I don't want it to default to my filter for everyone.

skyehansen
Community Advisor
skyehansenCommunity Advisor
September 3, 2024

I believe report filters are supposed to be sticky if a report is viewed by itself, outside of a dashboard. I would recommend you open the report by itself outside of the dashboard it is in, and then bookmark this if you want your filter to always default.

KatiePo3
KatiePo3Author
Level 2
September 3, 2024

Thanks Skye, I tried to Pin the report with the filter on, but that didn't work. Then I tried to favorite it, that didn't work. I can't find a place to bookmark it. Can you point me in the right direction?

skyehansen
Community Advisor
skyehansenCommunity Advisor
September 3, 2024

bookmarking would be the same as favorite or pinning. If this doesn't allow you to return back to the report and have the filter still be selected, are you able to check the URL line and make sure you pinned the correct page? The URL should contain the word "report" rather than the word "dashboard" in it.

 

If your filter still isn't sticking, please reach out to your system admin and see whether your instance was customized to disallow this (we did the same to our own instance a few years ago because it was causing too much confusion)

Terms & ConditionsAccessibility statement

Loading footer...