We're thrilled to highlight a significant feature this release for the ongoing Reports Beta - the enhanced management and customization of filter sets. This update revolutionizes how you interact with report filters, offering unprecedented flexibility and control right at your fingertips. 


To learn more about our Reports Beta, check out our Reports 5.0 Beta article.


TABLE OF CONTENTS


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Creating and Saving Filter Sets

From any report, you can create a new filter set by specifying the filtering criteria and saving it with a unique name. To do this, apply the filters to the report like normal. For example, adding an Account Type filter to Personal Lines accounts and then follow the steps below.

  1. Select Actions in the top-right.
  2. Choose Save New. This will open the Save Custom Filter window.
  3. Input a Custom Filter Name. Make it something unique and precise so you'll remember what it does. 
  4. Select Save to finish creating the Custom Set Filter.


Applying Filter Sets 

Once you have saved your filter set, you can apply it using the Custom Filter Set dropdown menu. Selecting a different set automatically updates the report to reflect the new filters. 


Please note, filter sets are report specific. For example, you cannot apply a Book of Business Filter Set to an Applicant Detail Report. You can only apply a Filter Set on the same report it was created from.


Managing Filter Sets

If you need to update, rename, and delete your Custom Filter Sets, you can do so following the steps below.


  1. Using the Custom Filter Set dropdown select the filter set you'd like to manage.
  2. Select the Actions button to open the Actions Menu.
  3. Choose either Rename, Update, or Delete to open the respective window.



Why is this important


  • Dynamic Reporting: Adapt to various reporting needs in real-time by switching between multiple pre-configured filter sets, ideal for comparative analysis and periodic reporting. 


  • Streamlined Workflows: Reduce the need to navigate through multiple screens or recreate filters for different reports, enhancing productivity. 


We hope you enjoy this new Beta feature and look forward to our future releases! To learn more about our Reports Beta, check out our Reports 5.0 Beta.