Who is this article for?

Users who want to learn how to apply and edit saved filters.

No elevated permissions are required.

Applying saved filters allows you to quickly view specific subsets of data. These instructions cover how to load an existing saved filter as well as how to edit and update that filter's settings.

1. Saving filters

Saving regularly used filters saves having to go through the process of selecting all required components again. From the desired page:

1. Follow the Managing filters steps below:

2. Managing Filters

2.1. General Filtering

To create a new filter, from the desired page:

1. Click the Show Filters button at the top right of the page. This will open up the filtering options panel.
2. Select the type of filter you want to apply by clicking on it from the list.

3. In the filter window that opens, you can:
   • Check multiple boxes to select several items.
   • Type a few letters into the search box to quickly find specific items.
   • Expand additional sub-filters like Status or Organisation if available.
   • Click Select All to choose everything or Clear Selection to deselect.
   • Check Show Selected Only to just see your filtered items.
   • Change the number at the bottom to show more or fewer results.
   • Use the arrows at the bottom to flip between pages of results.
4. Repeat step 2 and 3 for any other filters you need from the list.

2. Click Filter and Save.

3. Add a Filter Name.

4. Click Save.

2. Apply Saved Filters

Once a filter has been saved, it can be reused as often as required. From the desired page:

1. Click Show Filters.

2. Click the My Filters tab.

3. Click Load Filter on the required saved filter.

   

3. Edit Saved Filters

Once a filter has been saved, it may need to be updated with new capabilities, risks, people etc. From the desired page:

1. Load the saved filter you want to modify.
2. Adjust the filter settings as needed.
3. Click Filter then Save to overwrite the existing filter with your changes.

3.1. Duplicate filters

3.2. Create default filters

Saved filters can be set as a default filter. This means the filter will be automatically applied whenever the page is opened. 

To create a default filter, from the desired page:

1. Click Show Filters.

2. Click the My Filters tab.

3. Click Set Default.

4. The Filter will now be listed as the default filter and will load each time the page is opened.

5. To remove the default filter, click Clear.

4. Delete Saved Filters

If a saved filter needs to be deleted, simply click Delete to the right-hand side of the saved filter.

5. Further reading

• Managing Users
• Using the Training Portal
• Using and managing filters