You can save your own filters in each report and apply your saved filters with one click:
Saving a new filter is easy, you set the filter as needed and click "Save filter":
You can name the filter and also set it as the default (= every time you come to the report, this filter will be active). If you want the filter to remember time spans (for example, statements, tasks, projects, or invoices), you choose the option to remember time spans:
After saving, you'll see a new filter in the report and click to activate it:
Shared filters and filters administration
If you want to share your filters with colleagues, then you can now check "Shared" when saving a new filter. You can also share an already saved custom filter from the filters administration (see below). The filter shared in this way will be saved among the custom saved filters of all current and future users of the account.
You can always stop sharing a filter in the administration of your filters (see below) - this action will not remove already shared filters from existing users of the account, but these filters will no longer be created for new users.
The share option is only available to users with a special right to "Account settings".
If you save a filter in the detail of an object, e.g. the Timesheets tab in the detail of a specific project, then you can also copy the filter to all other details. This option "copies" the saved filter to all Timesheets tabs in all projects in your account.
You can always cancel this option in the filters administration (see below), or activate this option in the filters administration for already saved filters.
You can manage your custom filters in the Personalization section. For filters, you can:
- delete
- rename
- change order in any given overview
- mark filter as default for any given overview (or unmark)
- share filter (see above)
- for filters in details you can also choose to copy to all details (see above)
