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Saving and Managing Report Filters

Save and share filtered views for Kolleno report exports.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

You can save specific filter combinations in reports as reusable views. This makes it easy to quickly access the data you care about most without reapplying filters every time.

How to save and manage filters on reports:

  1. Apply your filters

    Open a report and apply the filters you want (e.g., date ranges, customer, status).

  2. Save as view

    Once your filters are applied, select Save as view. Give your view a name that will help you recognize it later.
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  3. Access, share, or delete views

    Go to Show all to see the list of saved views. From here, you can:

    • Select a view to load it

    • Delete views you no longer need

    • Share views with other users in your organization

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