Financial reports · 2 min read
Filter, save, and export report views
Reuse a useful set of filters and columns without rebuilding it each time.
Before you start
Open the report and decide which records and columns you need.
The Payments report filter toolbar.
- Set a date range and choose the project or lead.
- Choose the report type and grouping.
- Select Generate Report to apply your filters.
Step by step
Set your filters
Choose the relevant dates and available client, project, status, or payment filters. Check the filtered results. Select Generate Report to apply your choices and refresh the results.
Choose columns and grouping
Use column settings to show the fields you need and arrange them. Choose grouping where the report supports it.
Save a named view
Save the view with a meaningful name using the report’s view controls. Return to it in the same browser and workspace.
Export the results
Use the CSV export action. The export includes all filtered rows, not just the current page, in the visible column order.
What happens next
A saved view retains filters and column preferences in this browser, scoped to your user, workspace, and report. The CSV gives you the filtered financial rows.
Good to know
Saved views do not sync to another browser and do not store financial rows in browser storage. Recheck filters before sending a report to anyone else.
Sign in to use this feature. Available actions depend on your workspace access.