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How do I save a report?

While Less Annoying CRM doesn’t have a direct way to save a report, you can bookmark a report in your web browser to save it. The next time you need to view that report, instead of adding each filter, you can simply select your bookmark to go back to the original filtered list. Follow the instructions below for your browser to create a shortcut to a commonly used report.

Please note: if you use any date filters, you will still need to edit the date filter when you access the bookmark in the future.

Google Chrome

In Google Chrome, select the star icon that appears on the far right side of the address bar near the top of the screen. In the dialog that appears, you can enter a descriptive name for the report. Select whether the bookmark should be saved in your Bookmarks bar or a specific folder, and then select “Done.”

Chrome bookmark

Going forward, you can go to your bookmarks and choose the appropriate name to view that report.

Microsoft Edge

In Microsoft Edge, select the star icon that appears on the far right side of the address bar near the top of the screen. In the dialog that appears, enter a descriptive name for the report. Select whether the favorite should be saved in your Favorites bar or a specific folder, and then select “Done.”

Edge bookmark

Going forward, you can go to your favorites and choose the appropriate name to view that report.

Mozilla Firefox

In Mozilla Firefox, select the star icon that appears on the far right side of the address bar near the top of the screen. In the dialog that appears, you’ll see a preview of the page. You can enter a name for the bookmark, specify the folder for the bookmark, and then select “Done.”

Firefox bookmark

Going forward, you can go to your bookmarks and choose the appropriate name to view that report.

Safari

In Safari, select the share button to the right of your address bar (the box icon with an arrow pointing up). In the menu that appears, select “Add Bookmark.”

Safari bookmark

Next, select where the bookmark should be saved. Enter a descriptive name, and then select “Add.”

Safari favorites

Going forward, you can go to your bookmarks and choose the appropriate name to view that report.

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Keywords:
List, report, filters
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