Reports - Ability to Save Filters

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I am a US account with 3 office locations. I run very basic phone service (no call queues or contact center roles) for my 240 users. I have 1 main office with about 160 users and 2 remote offices with about 40 users at each of those locations. When I am in the Reports section of the Admin Portal, there is no ability to setup and save filters for each office location and then generate reports based on date range for each office.

For instance, if I want to see the number of calls of each office for a given time because the execs are thinking about opening another location, I cannot timely run that report to give them that shows numbers for Office A, Office B and Office C. If I could create a filter that shows all the users at Office A and another filter that shows only the users for Office B and then Office C, I could provide more meaningful reports to my team and prove the investment into RingCentral.

Another example would be to be able to break down reports to show how many conference calls each office is conducting by filtering against the office and then the number for conferencing. Having the saved filters for each office location would make manipulating the reports faster to show these details.

I opened a support case for this (case #05040060) and was told "there is no way to customize and save your report filters".
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Matt Mikolajczyk

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Posted 2 years ago

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RC-Installer, Champion

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Seems very strange to me that this could not be accomplished.  I was just playing around with my report features and was able to create Views for all sorts of scenarios.  In bound out bound calling ETC.

Not sure what is missing here on your end.

I am running Ring Central Premium and not sure if that is the case, but if you talked to support and they say it cant be done that seems odd.  

Are you sure the tech was understanding your need.

Do you have a different number for each location?  

Trying to help

Chuck 
Certified RC Installer
Chuck@yoritguy.com
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Matt Mikolajczyk

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I can create views, but when you choose another view, the settings for the users filter do not stick.

For example, lets say I create a filter/view for 7days for Office A that includes 40 users for that location. If I choose another date range, say 30days, the filter of 30 users gets lost and the report is again set to all users. I would think I would not have to create a separate view for Office A - 7 day, Office A-30Day and so on.
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I see what you mean now.  The filters stay in place even when you change the filters.

I guess in your case a download to excel the raw data and build your own reports is the answer

Not what you want to hear but hopefully this will be added in the future

Thanks

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