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Saving a Filter for Financial Reports

Prerequisites

This Knowledge Article provides instructions for saving a filter to be quickly used when running reports in Business Central.

Create New Report Settings (Saved Filter)

1. Select a report in Business Central from under the Reports heading:

2. Saved filters will be available under the Use default values from options. To set up a new Report Settings (filter), click Select from full list:

3. Click the three dots in the header and choose New:

4. Give your saved filter a name. You can choose to share this filter with all users, or leave this toggle off:

5. Apply your filters you would like to save and click OK:

Using Saved Report Settings

You can now access your saved filter when running a financial report in Business Central. You will see your saved Report Settings under the Use default values from options:

Keywords: Options and filters, Business Central Filter, Use default values from, Report Settings, Save a Filter