Now, in the Master Report within the sales dashboard, while adding multiple filters, we have the option to save and reuse the filters whenever necessary.
Use Case: Save and reuse filters in the Master Report for faster, tailored insights and more efficient sales analysis.
To View the Enhancement:
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- Navigate to the Dashboard module.
- Then, from the drop-down, select ‘Sales Dashboard.’
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- Then, select “Master Report.”Â
- Now, while adding different filters, you can choose to save the filter and reuse it whenever required.
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- Select the ‘Filter Name.’
- Then, click Save.
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- A Success pop-up will appear saying: Filter with name test is saved successfully.
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- Next go ahead and click on the ‘Saved Filters.’
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- A side panel will appear from right showcasing your all the saved filters.
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- Click on the saved Filters and click apply.
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- Now, you can re-use your filter’s that you have once added.