How do I save and reuse report filters?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
KPI Reports |
| Enables KPI reporting (included by default) |
Required Permissions:
Quality & KPIs (
reporting.kpis) — to access the KPI Report and create saved filters
Introduction
If you run the same filtered report often, save the filter once and apply it with a single click next time. Saved filters are personal — each is tied to your user account.
You can also link a saved filter to a report subscription to schedule the same view to your inbox.
Step 1: Apply Your Filters
Go to Reporting > KPI Report and apply your filter selections — date range, scorecards, teams, channels, and so on.
Step 2: Save the Filter
Click Save near the filter controls. The Save Filter dialog opens. Enter a clear name in Filter Name and click Submit.
Naming Tips
A good name describes what's in the filter so you'll recognise it later.
Good examples:
"Phone calls — last 30 days"
"Customer Service team — Q1 evaluations"
"Weekly quality review — all teams"
Avoid vague names like "My filter" or "Filter 1".
Step 3: Apply a Saved Filter Later
Open the KPI Report, then:
Open the Saved filters dropdown (it shows the count of saved filters)
Click the filter you want to use
The report updates with your saved settings
You can tweak filters after applying — those changes don't overwrite the saved version.
Step 4: Save a Modified Version
You can't edit an existing saved filter — there's no in-place edit. To keep your changes, save them as a new filter with a different name. Delete the older one if it's no longer useful.
How Date Ranges Are Saved
This is the part most people get wrong, so worth flagging.
When you save a filter, the date range is stored as fixed start and end dates — even if you originally picked a preset like "Last 7 days".
Presets like "Last 7 days" or "This month" are converted to literal dates at save time. Loading the filter later gives you those same literal dates back. They don't roll forward automatically.
Custom dates work the same way — you get back exactly what you saved.
If you want a rolling window like "always the last 7 days", you have two options:
Reapply the preset each time you open the report
Use a report subscription — subscriptions resolve relative ranges fresh each run, so a subscription set to "Last 7 days" always delivers the most recent week
Filter Components
A saved KPI Report filter stores the filter selections you had active at save time. That includes things like:
Date range — fixed dates, as explained above
Scorecards — one or more evaluation forms
Evaluation modes — manual, Auto QA, or both
Channels — phone, email, chat, and any other configured channels
Contact types — your configured interaction classifications
Teams or groups — within your reporting access
Linking a Saved Filter to a Subscription
When creating a report subscription, you can pick a saved filter to apply automatically. The subscription uses those filter settings on every run.
A few things to keep in mind:
Saved filters can't be edited — to change the filter, save a new one and link the subscription to it
Deleting a saved filter that's linked to a subscription affects that subscription
Test the filter on the report first to confirm it returns what you expect before linking it
Managing Saved Filters
View Your Saved Filters
Open the Saved filters dropdown on the KPI Report.
Delete a Saved Filter
Open the Saved filters dropdown
Find the filter and click the bin icon next to it
Confirm
If a deleted filter was linked to a subscription, that subscription may stop working as expected. Update or replace the link first.
Tips
Use a consistent naming convention so your list is easy to scan
Build separate filters for separate purposes — one for your weekly review, another for your monthly exec summary
Review your saved filters every few months and delete ones you've stopped using
Replace filters when scorecards change — a filter pointing at an old scorecard will return less and less data
Troubleshooting
The Filter Returns No Data
Check the saved date range still includes evaluation activity. Confirm the scorecards are still active and that team or group selections still have data.
The Saved Filter Isn't in the List
Make sure you saved it successfully on a compatible report, and that you're logged in as the user who created it. Saved filters are personal — colleagues can't see yours.
A Subscription Isn't Using the Filter
Open Manage Subscriptions and check the filter listed against it. If the filter was deleted, delete the subscription and create a new one against a current filter.