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How do I create a direct link (aka QuickSignal) to a predefined set of filters?

It is very handy to have some filter sets predefined and available on the dashboard and the drop-down list in Reports view.



To create a new filter set to be available as a "QuickSignal", do the following:

  1. Go to Reports view.
  2. Filter the data according to your needs by clicking on the titles of the items (the basic drill-down to data).
  3. When you have the right things shown on the page, click "Save" at the right hand side of the header:

  4. Give your QuickSignal a name and if you don't want it to be shown to all users in your organization, select "Make it private":
  5. Click Save and you're done!