Users are losing filters when they go back to the reports.

Hi, we have recently started rolling out our redesigned processes in tempo moving users from portal and portal reports for accessing their work.

While they are enjoying the new interface one of the key frustrations is how users are losing filters when they go back to the reports.

Has anyone else found this and if so any ideas for getting around it?

Thanks, David

OriginalPostID-184355

OriginalPostID-184355

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  • Nice. I have been thinking about giving users the ability to save multiple report settings as well, allowing them to essentially create different versions of the report and save for later. Would be helpful as we're consolidating as many reports as possible in tempo, creating filter/search sets instead under 'All' type reports for a certain process. Haven't gotten too far down that path yet though, as you mention managing/adding saved reports will require a decent amount of components. Tough balance between functioning/simplicity and too much functioning. Would be interested to see what you come up with if you head down that path though, I'll also post back here as well if I do any more work in this area soon.
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  • Nice. I have been thinking about giving users the ability to save multiple report settings as well, allowing them to essentially create different versions of the report and save for later. Would be helpful as we're consolidating as many reports as possible in tempo, creating filter/search sets instead under 'All' type reports for a certain process. Haven't gotten too far down that path yet though, as you mention managing/adding saved reports will require a decent amount of components. Tough balance between functioning/simplicity and too much functioning. Would be interested to see what you come up with if you head down that path though, I'll also post back here as well if I do any more work in this area soon.
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