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:
- Navigate to the Dashboard module.
- Then, from the drop-down, select ‘Sales Dashboard.’
- Then, select “Master Report.”
- Now, while adding different filters, you can choose to save the filter and reuse it whenever required.
- Select the ‘Filter Name.’
- Then, click Save.
- A Success pop-up will appear saying: Filter with name test is saved successfully.
- Next go ahead and click on the ‘Saved Filters.’
- A side panel will appear from right showcasing your all the saved filters.
- Click on the saved Filters and click apply.
- Now, you can re-use your filter’s that you have once added.
