Save 'Common Filters' on Activity Reports
currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
We would find this feature helpful for all reports - the ability to save filter parameters for reports we generate often.
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Tamara Meissel commented
You should be able to save your filter settings to stay the same for any client you go into. For example: calendar, activities, notes, today's overview, etc. Or default to all and we can remove what we don't want to see.
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Rich Kitick commented
When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).
Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.
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Josh Strittmatter commented
I would like to be able to go to an Activity Report and memorize it so that my filters stay the same. This would be similar to a Quicklist. I use memorized reports in other programs such as QuickBooks and it saves valuable time.
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Mahesh Odhrani commented
Once I create filters for the activity, we should be able to save it as a custom report so we can run it regularly. Also, once the data is displayed, please make the data sortable and ability o group them by activity type.
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Anonymous commented
I completely agree!
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Lydia Thompson commented
I really like the Activity Report by Contacts and the filter is just what I need to customize but I would really like to be able to "save" this custom report so I don't have to recreate it every time I need it.