How to create & share saved filters for reports in Business Central

From our vast experience of working with Business Central users, we often find that when it comes to using reporting the same question is usually asked ‘Am I using the right filters?’. This may sound strange but there is no definitive right or wrong answer when it comes to this. However, given the fact that most businesses have loads of people working on a report at one time, you may be looking to use the same filters. 

This is why in our latest tips and tricks article, we will show you how to create & share saved filters for reports in Business Central. 

You will find that this will work across all reports when you are able to see the ‘Use default values from’ option at the top of the report filters after it has been run beforehand. This can come in handy when it comes to running reports such as the ‘Calculate Plan’ in the ‘Requisition Worksheet’ where you may have to change a number of fields depending on what you need. Also, if the person that usually does this task is on holiday it can be tricky to establish which filters need to be used, this is why saving multiple filters can be a real gamechanger when it comes to this process.