How to create and save a reporting filter

This tutorial outlines how local government users can set up filters on Cloudpermit's reporting.


Open the User menu at the top right. Click on Reporting from the drop-down menu list.

 

Select the report item to which you want to create a filter by clicking the item's tab.
In the drop-down menu, there appear existing filters. Select any to override it with the new filter.
Select a report type and time range from the drop-down menus.

Report Type:
  • Submitted Applications
  • Issued Permits
  • Open Permits

Time Range:

  • Current month
  • Previous week
  • Previous month
  • Year to date
  • Last year
  • Custom
Use Sort By -function at the bottom of the view to sort the selected date.
There are two options to select:
  • Submitted date
  • Issued date
Go to Permit Category.
Check off any applicable Supplemental Building Permit and Building Permit categories.
  • Click Select All to mark all available options or check off each selection manually.
  • If you want to erase the selection, click on Deselect All.
Select optional Form Fields from the drop-down menus of each tab. The amount of the selection is not limited.
After completing the filtering selection, go to the top of the view. Click on Save Current as Present on the right.
Select an existing filter name or type a new name for the filter in the text field.
Example:
A new name for the filter 'October II' has been typed in the text field. Enter has been pressed to confirm the name. Next, the name has been saved by clicking on the green icon on the right of the text field.
Success - You have now created and saved the new filter. 
You can start using it right away.


 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.