How to create and remove a report filter

Cloudpermit Reporting provides automatic assessment reporting (currently Ontario only) and customizable data exports for permits, inspections, and reviews. The available data allows users to create reports for departments' internal use, councils, and external instances. 

The data helps municipalities report the number of issued permits and permit types and provides a view of current open permits and in-progress applications. Processing times, review times, and inspection time reports reveal the organization's performance and are a helpful tool in process improvement for the management.  

In this section, you will learn how to create and remove a report filter.

  1. Navigate to the Cloudpermit header.
  2. In the User Menu, select Reporting.
  3. In the Reporting view, select the Permits tab.
  4.  Scroll down to the Select report and filter range section.
  5. Select a Report Type: Submitted Applications, Issued Permits, Open Permits.
  6. Select the Time range from the drop-down menu: Current month, Previous week, Previous month, Year to date, Last year, Custom.
  7. Select Permit categories, Form fields, and other optional fields.
  8. Select Sort by criteria: Submitted date, Issued date.
  9. Scroll up to the Reporting view.
  10. Click Save Current as Preset.
  11. Select the existing filter from the drop-down menu.
  12. Click Save.
  13. The filter is saved.
  14. If you wish to create a new name for the filter, click Save Current as Preset.
  15. Enter a name for the filter.
  16. Select the new name from the drop-down menu.
  17. Click Save.
     
  18. The filter is saved.
  19. Select the filter from the drop-down menu to remove a filter. Click Delete Preset.
  20. Click Yes.
     
  21. The selected filter is removed.



 

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