Save Filter Settings

In this article, you will learn how to save the filter settings in the Form Submissions tab so that you can quickly re-create specific reports in the UtiliSync TMS app.

Instructions

1. In the TMS app, first open the Form Submissions tab. Then select the Filters icon.

2. Customize and apply all of the desired filters (instructions in this article: Generate a Monthly Report).
3. When you have all of the filters set for your report, select the More Options (three-dot) menu at the top of the filter dialog. Select Save as new.

4. In the new dialog that pops up, name and Save your filter settings.

5. Once you have at least one saved set of filter settings, you can select them anytime you want to generate that report again by simply selecting the name from the dropdown menu.

Success! You can now create filtered reports and save them to generate again later.