How to Use Saved Filters

The ability to save filter settings across all areas of the platform is designed to streamline your workflow and improve efficiency. This feature ensures that you no longer have to reapply the same filters every time you access a specific function. Instead, you can save your filter preferences and access them quickly, allowing you to focus on what matters most.

Getting started with Saved Filters:

To save and use filters, start by navigating to the specific feature or section where you want to apply filters. Select the desired filter criteria as you normally would.

Once your filters are set, look for the "Save Filters" option. Click on this option to save your current filter setup. You can assign a name to this filter view, making it easy to recognise and retrieve later.

To maintain consistency within your team, you have the option to save filters for other team members. This allows everyone to access the same filtered data, promoting collaboration and ensuring alignment on key insights.

The next time you return to this section, you can quickly apply your saved filter by selecting it from the dropdown or list of saved filters. This will automatically apply the preset filter criteria without needing to reconfigure it.

If you often work with different sets of data or require various filter setups, you can create multiple saved filters. Simply adjust the filters, save them with a new name, and repeat the process for each set.

By using saved filters, you and your team can work more efficiently, eliminating repetitive tasks and focusing on data that is relevant to your specific needs. This feature is perfect for teams that rely on consistent filter settings for analysis, reporting, or project management, enhancing productivity and accuracy across the board.