Custom Reports - Save Filters with State

Once you have your Custom Report fields are selected and it is prefiltered by groups and roles, your report will populate with all the results. For example, when creating a Roster type Report and you set it to: Groups - [Season: 2022-2023], User Role - [Participants Only], you will see all a list of all participants for the 2022-2023 regardless of which program they were in.

Now, you might want to re-sort and build searches within this data set and quickly go back and forward between different saved layouts and filters. For example, you might now want this report to filter on which schools participants attend. This is where STATES come in. You can change the existing report around to meet your need and save that STATE, so you can return to it again at a later time.

Step to save a STATE:

1. Go to REPORTS > CUSTOM REPORTS
2. Find the specific report to VIEW
3. Sort the columns how you want them by dragging and dropping the column header
4. Click SEARCH BUILDER
   1. Select DATA to find a field to filter on
   2. Select CONDITION to choose how to handle the field
   3. Select VALUE to run the CONDITION against
5. Once you have the desired report filters and layout, click CREATE STATE
   1. This State will be store with a default name "STATE 1"
6. Click on SAVED STATES
   1. Click the dropdown arrow next to the STATE name
   2. Rename the STATE
7. That's it!