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Filter Management
Filter Management
Updated over 3 months ago

Our new filter management system simplifies workflows by allowing users to save, view, edit, and delete frequently used filters.

Creating a Saved Filter

  1. Apply Filters: First, apply the desired set of filters in the filter drawer.

  2. Save Applied Filters: Click "Save Applied Filters" at the top of the drawer.

  3. Set Permissions:

    • Choose "Only me" to make the filter private (visible only to you).

    • Choose "All team members" to share the filter with your organization.

  4. Name the Filter: Assign a unique name:

    • Names must be unique within My Filters or Shared Filters but can be duplicated across these sections.

  5. Optional: Mark the filter as a favorite by selecting "Mark as Favorite."

  6. Save: Click "Save" to create the filter.

Viewing and Applying Saved Filters

  • Access saved filters via the "Select a Saved Filter" dropdown at the top of the filter drawer.

  • Use the search bar to find filters by name.

  • View favorited filters by the filled star icon next to their names.

  • Identify filters as:

    • Private (Lock Icon): Only visible to you.

    • Shared (People Icon): Available to your organization, created by you or shared by others.

  • Selecting a filter automatically applies it to the Universal Score Card (USC).

Editing and Deleting Saved Filters

Edit and or delete saved filters via Manage Saved Filters

  • Editing:

    • Update the filter's visibility (private or shared).

    • Rename the filter.

  • Deleting:

    • Remove unused filters.

Permissions:

  • You can edit or delete filters you created.

  • Entity Admins can edit or delete shared filters created by others.

Functionality Permissions Overview

Functionality

Filter Location

Created By

User Role

Create

Any

Any

Any

Delete

My Filters

Me

Any

Delete

Shared Filters

Me

Any

Delete

Shared Filters

Other User

Entity Admin

Edit

My Filters

Me

Any

Edit

Shared Filters

Me

Any

Edit

Shared Filters

Other User

Entity Admin

Future Enhancements

Currently, saved filters are only available in USC. In future updates, we aim to extend this functionality to other areas.

For further assistance, please contact support via the in-app chat or [email protected]

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