Introduction
Saved Filters in TrackStat allow you to store and reuse sets of filter rules across most reports. This feature helps you quickly segment and organize patients into meaningful groups for better tracking, follow-up, and analysis.
Saved Filters are available on most TrackStat reports, including:
Appointment Report
Follow Up
Weekly Patients
All Patients
Patient Management
Recall List
Cancelled / Missed
They are also available on the following Statistics ("Stats") reports:
Practice Summary
Milestones - Drop Off Analysis
Monthly Scoreboard
Daily Stats
Weekly Stats
Monthly #
Monthly $
Daily $
Note: Saved Filters are not available on Custom Reports, as filter selections are already built into the Custom Report variables.
Filters help you organize and segment your patients into meaningful groups, making it easier to track specific information and follow up effectively. For example, you might group new patients, ROFs (Report of Findings), and re-exams separately from follow-up visits to monitor missing details or outstanding balances. On reports like Appointments or Recall, filters also allow you to exclude certain categories, such as specific insurances or “not qualified” tags, so you can focus only on the patients who need attention.
What is a Saved Filter?
A saved filter is a stored set of filter rules that can be reused and toggled on reports.
How to Set Up and Save Filters
Open the report you want to filter.
Click the Filters tab (or filter icon) on the left-hand side / upper left corner of the report.
Select the filters you'd like to apply (e.g., tags, appointment purpose, appointment status, case types). Note: When using Tags, plus “+” means include this group in the list, and minus “–” means exclude them from the list.
After applying the filters, click Save Current Filter.
Give your filter a descriptive name.
Choose visibility:
Private - Only visible to you.
Shared - Accessible to other users in your TrackStat account.
Click Save.
Managing Saved Filters
Delete Icon (Trash Can): The delete icon is only visible next to filters you created yourself. Saved Filters with no delete icon are Shared filters created by other team members.
Favorite Saved Filter (Yellow Star): You can mark one saved filter as your Favorite by clicking the star icon next to it.
A yellow star indicates your favorite filter.
This favorite filter becomes the default view for that report when you open it.
Only one saved filter can be marked as favorite at a time.
To apply a saved filter later:
Click the arrow icon next to Save Current Filter.
Select the desired saved filter from the list.
How to Clear / Reset Filters
If you can't see the data you're looking for, you may need to reset your filter selections.
To reset filters on any report:
Click the filter icon in the upper left corner of the report.
Select Reset All Filters.
Why Aren't All Filter Options Showing?
Filters only display selections relevant to the current data set and time period selected. Example: On the Recall List showing the last 10 days of patients who left without an appointment, a "New Patient" appointment type will not appear if no new patients in that group left without an appointment.
Troubleshooting
Why can’t I see a particular filter selection (e.g., Blue Cross Insurance) on the report?
The available filter options are dynamic and based only on the patients in your current selection. If no patients in the filtered group have Blue Cross Insurance (or the selected tag), that option will not appear. Try reloading the full patient list first.
Best Practices and Examples
Appointment Report: Create separate saved filters for:
New patients, ROFs, and Re-exams (to track missing insurance, referral source, or next visit).
Follow-up visits (to track patients with no subsequent visit or outstanding balances).
Recall Report: Filter out specific insurances or “not qualified” tags to focus on high-potential patients.
By creating and saving filters, and using the Favorite feature, you can ensure your most-used views load automatically, making daily workflows faster and more efficient.