Saving a Global Filter

The Saved Filters tab allows users to manage previously saved Global Filter conditions. These filters can be applied, renamed, or removed, providing flexibility in reusing commonly applied filter criteria across Reports.

Applying a Saved Filter

1. Navigate to the Report.

2. Click the Global Filter icon in the Report menu.

3. Open the Saved Filters tab.

4. Select a saved filter and click the Apply Filter icon.

The saved Global Filter condition is applied to all relevant Views in the Report.

Note: After applying a Saved Filter, the Global Filter icon is highlighted on the Report menu. Clicking it will display all active Global Filter conditions.

Renaming a Saved Filter

1. Click the Global Filter icon.

2. Open the Saved Filters tab.

3. Select the filter you want to rename.

4. Click the Rename option.

5. Enter the new name in the provided text box.

6. Click the Arrow icon to save the updated name.

The saved filter is updated with the new name.

Removing a Saved Filter

1. Click the Global Filter icon.

2. Open the Saved Filters tab.

3. Locate the filter you want to remove.

4. Click the Delete Filter option.

The selected saved filter is permanently removed.

Best Practices

• Use descriptive names when renaming filters (e.g., Q1 North Region Filter) to simplify identification.

• Regularly remove outdated filters to keep the Saved Filters list manageable.

• Saved Filters help maintain consistency when applying the same conditions across multiple Reports.