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

  • Genevieve P.
    Genevieve P. Employee Admin
    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.