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
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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
Answers
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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
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Thank you! Is there any automation process that might help or something like data mesh or data shuttle that could help?
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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
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