Update a Report Filter Automatically

DrewS

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?

Genevieve P.

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

Genevieve P.

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

DrewS

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

Genevieve P.

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