Accudemia: How can I pin the report filters so it remembers the last item I selected after the version 10 update?

Introduction

In this guide, we will go over how you can now memorize the reports that you run frequently instead of pinning the frequently used report filters.  This change was implemented in the redesigned reports section since there was a lot of confusion over how the pinned filters operated and now you can memorize the most frequently ran reports.  And there is no limit on the number of memorized reports that you can create.

Step-by-Step

1. Log into your Accudemia account as an Admin (that has access to reports).

2. Now click the Data Analytics> Reports section from the main menu.

3. Once here, you will see the newly improved and redesigned reports screen, and you'll want to search for the report you want to memorize using the left-side search and newly categorized report menu options.

4. Now with a report selected, you'll see more information about what the purpose of the report is, a sample report and be able to select the report filters and options you want.

5. At this point, you'll click the Memorize button at the top of this reports screen, in the pop-up give the report a name, set it as private/public (so other Admins can view it) and Save the changes.

NOTE: This memorized report will now show under a new Memorized Reports section, in the left-side Reports menu (as well as other "public" report shared by other admins):

And also can be updated or viewed by clicking on the My Memorized Reports section:

Conclusion

After going through and setting up the frequently used reports as Memorized reports you should never have to recreate the same report again.  And eventually you can set these to be scheduled.  To learn more about scheduling reports in Accudemia, click here.

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