Tip Tuesday: Saving Custom Reports in Ekos

Add custom filters for a quicker look into targeted data.

Today’s tip is about saving custom filters to your reports. Management users have access to all reports in Ekos, and are able to add custom filters for a quicker look into targeted data.


For example, when you’re pulling a report for on-hand inventory, you may want to see a smaller list focusing only on raw materials or finished good products. By adjusting the existing filter parameters, or adding new ones, you can make the desired changes and save the filter for future use. After you’ve created your custom filters, don’t forget to click the green check mark to apply the changes.


You can also choose to share these custom filters with all users who can access the report, or keep the filter for your own use.


That’s it for today’s tip – see you next time!

Michelle