Hello together,
In “sales analytics” under “forecast and pipeline” there is a button “actions” with the option to add saved filters.
My problem is where and how can filters are saved that I can add them in sales analytics and provide the filter to others.
Kind regards
Michael
Hi @MichaH,
Once you apply your report filters, you need to click the ‘Save report’ button to ‘lock in’ your report settings. You can save the report as an individual report or to a dashboard.
As far as I know it’s not possible to save defaults of reports directly in the sales analytics section.
Best regards
Hello @karstenkoehler
thank you for replay. Thank you for this option. I mean something little diffrent. Mybee the screeshot makes it more clear what i mean.
Hi @MichaH,
This refers to the saved filters on the deal index page (Menu > Sales > Deals). View and filter records
Best regards
