Email this post as a PDFTips and tricks · 23 October 2026 · 1 min read

Tip 37: Saved report settings: your filters, remembered

If you set the same report filters every time, save them, and share the saved settings with colleagues.

On a report's request page, set everything, then Use default values from → Save settings (or the settings menu at the top): name the set. Next time choose it from the dropdown. Saved settings can be marked as shared with all users, which is how the finance team all run the aged report the same way. An administrator can see and manage everyone's saved settings in Report Settings. Scheduled reports (tip 36) use the saved settings too.

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