Update a Report Filter Automatically
I have several reports that are based on accounts and task completion. The filter that I have been using for "At Risk" tasks is Date > 1/1/24. However, I am going to want to move it to Date 4/1/24. Instead of updating my filter on every report for every account, is there a way to automate this task?
Best Answer
-
Hi @DrewS
There currently isn't a way to update a filter on one Report and have that automatically update all other desired Reports. You will need to manually go in and adjust the filter for each Report.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
Hi @DrewS
There currently isn't a way to update a filter on one Report and have that automatically update all other desired Reports. You will need to manually go in and adjust the filter for each Report.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
Thank you! Is there any automation process that might help or something like data mesh or data shuttle that could help?
-
Hi @DrewS
There isn't an API endpoint for a Report builder/filter criteria to do this programatically - this means that premium applications can only update the underlying sheets beneath a Report, but cannot update the Report filter criteria itself. Please add your vote to this related Product Idea: Update Reports using the API
Thank you!
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives