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. Begin to check-off certain permit categories and Optional fields
  5. Toggle between the following:
    1. Submitted applications
    2. Issued permits
    3. Open permits
  6. Select a time frame
    • You can toggle between the following
      1. Current month
      2. Previous month
      3. Year to date
      4. Last year
      5. Custom
  7. Once you're satisfied with the combination of selections you've made, click the SAVE PRESET button located at the top left
  8. 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 
  9. 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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