Managing Saved Filters

Using Saved Filters

1. Select the required report from the Reports panel on the Dashboard.
2. If necessary, click the button to expand the Sidebar.
3. Click the saved filter.  The report will display with all the saved filtering and grouping options applied.

Setting a filter as the default

If you frequently run a report with specific filters, you can set this report as your default instead of ‘Last 30 Days’ which is the standard default.

1. Click on the wheel icon  next to the filter name.

2. On the popup menu, click Set as Default.

   The selected filter becomes the default, indicated by the tick.

Renaming a filter

If required, it is easy to rename a saved filter.

1. Click on the wheel icon  next to the filter name.

2. On the popup menu, click Rename.

   The Rename Filter window displays.
3. Type over the Filter Name.
4. If applicable, type or change the
   Filter Description.
5. Click the Update button.