How to Create and Save Reporting Filters

Overview

This article explains how municipal users can set up filters on Cloudpermit's reporting functionality. This allows for commonly used combinations of data fields to be saved and used in the future (Stats Can and other Reports). 

How to Create and Save Reporting Filters

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Click your name at the top right
  3. Click on Reporting from the drop-down menu
  4. Select report and time range
    1. Begin by selecting between the following permit type
      1. Submitted applications
      2. Issued permits
      3. Open permits
    2. Select a time range
      1. To do so, click the drop-down menu below Time range
    3. Note - you can select how the data will be sorted by clicking the Sort by drop down menu under Sort by
  5. Begin to check-off certain permit categories
    1. To do so, select any applicable Supplemental building permit and other Building permit categories. You can use the SELECT ALL  and DESELECT ALL buttons to help you.
  6. (Optional) Select form fields
    1. Click on Form fields
    2. Select a form you want to include data from
      1. To do so, click the form field drop-down menu
      2. Select the applicable form
      3. Select the field within the form you want to include. To do so, click the Select field drop down menu
      4. Finally, click ADD NEW FIELD +
    3. Include as many or as little of these fields as you'd like
  7. (Optional) Include other optional fields
    1. To do so, click on Other optional fields
      1. Select as many or as little optional fields as needed. Remember, you can use the Select all and Deselect all buttons
  8. Click on SAVE CURRENT AS PRESET
  9. Name the filter
    • To do so, begin typing in the text box 
    • Then, click on the inputted name in the text box
    • Then, click the purple arrow check mark 
  10. Success. You've now created and saved a filter which can be used by clicked the Saved presets button at the top right. 

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