Option to save report filters

Hi! Thank you for the suggestion. I can definitely see why you would like the ability to save filters. I’ll make sure this is logged on our internal board for review with the product team.

If any other practices would like a similar feature, please give this post a like or drop a comment below so we can feature it among our top requests in our homepage.

I will keep this thread updated if there’s any movement on it 😊

These suggestions are quite basic yet very important, I’m surprised its not already there.   Yes, lets please have the ability to save filters with names.  Something else which is badly missing in reports, is the ability to have them automatically run every x period of time and the generated report either emailed to [whoever - mainly the owner or practice manager] rather than us having to manually “run” the report every so often.

This would be useful because once we’ve checked them we can then forward the PDF / excel report to one or more staff members to action e.g. if there are any outstanding invoices for yesterday or last week where payment was accidently not take for whatever reason, they can follow it up.  We used to have the funciton when I worked in banking in Crystal Reports and it was extremely useful to have the report emailed to me each morning or on my dashboard ready for me to view,

One other major irritation I find when running reports, is that if you click on the patient (but not the square box to open the patient in a new tab) and then click the back button to go back to the search results, sometimes the filter resets itself and you have to go set the individual filter parameters all over again (annoying if this was a recall filter or patient report which has lots of filter options).  This is really basic and can be fixed - I used to hire developers when I had to create web site search result filters and we fixed that problem easily.  Please could someone look to do the same so that the filters dont reset?

Thanks.