Save and reuse a report search

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what saved searches are and how they fit the report controls, read Report controls in the reference.

What this is

A saved search remembers a report’s date range and filters under a name, so you reload the same view in one click instead of setting it up again. Every EPP report has a saved-search bar across the top.

The saved-search bar on a report: a bookmark dropdown to load, save or manage saved searches, a fields cog to show, hide and reorder filter fields, and a link icon to copy a shareable URL
The saved-search bar: bookmark dropdown, fields cog, share link

Save a search

  1. Open a report and set the date range and filters you want.
  2. On the saved-search bar, open the bookmark dropdown and choose Save current query…
  3. Give it a name: Cloudby suggests one from the date period: and save.
The Save Search dialog, with a name pre-filled from the report's date period
The name is pre-filled for you, ready to save or rename

Load a saved search

  1. Use a starred quick-load button on the bar, or
  2. open the Saved searches dropdown and pick the one you want. The report re-runs with those filters.

Star your favourites

Star a saved search to pin it: starred searches rise to the top of every list and appear as quick-load buttons directly on the report bar, so your most-used views are one tap away. Until you star anything, the bar shows your most recent saved searches instead (up to 5), so it is never empty — starring is how you take control of what shows there.

Manage them all in one place

  1. On any report, open the bookmark dropdown and choose Manage saved searches…, or click the Saved Searches tab on the Reporting screen’s own tab strip.
  2. You see every saved search across all reports, each labelled with its report (for example Finance · Profit & Loss).
  3. From here you can load, rename, delete or star any of them (there is no duplicate action — save a fresh query if you want a variant).
The My Saved Searches screen, listing every saved search across all reports with its report label, and star, open, rename and delete actions
Every saved search, across every report, in one list

Share a search by link

  1. Set up the query you want on the report.
  2. Click the link icon on the bar to copy a shareable URL.
  3. Send it to a colleague: opening it loads the report with the same filters already applied.

Customise the filter fields

  1. Click the fields cog on the bar (separate from the bookmark dropdown) to open the Filter Fields dialog.
  2. On the Filter Fields tab, tick which fields are visible and drag them into the order you prefer. A My Presets tab sits alongside for quick access to your saved searches from the same dialog.
  3. The last remaining field is kept on so a report always has at least one filter.
The Filter Fields dialog: tick which filters show on the bar and drag to reorder them, with a My Presets tab alongside
Tick to show, drag to reorder
Good to know. Saved searches are per user, per organisation and per report: they are private to you and never shared between organisations. They work on standard reports; the matrix report is not covered.

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