Apply a Saved Filter

Apply a filter to reduce the data displayed on a page without deleting or otherwise removing it. Data that has been filtered out is still used for all calculations and reports. Saved filters enable you to create multiple filters and apply them later.

Applied filters are saved to the selected view. On a page without named views, applied filters are saved to the page. For information on configuring a saved filter, see Configure a Saved Filter.

Note: View options may vary per page. The title of the  Settings icon may be specific to the grid or detail window that the icon pertains to.

To apply a saved filter:

1. Navigate to a page, and then select  Settings.
2. In the Manage Views or Settings panel, select the Saved Filters tab.
3. In the Manage Views panel, select the view to which you want to apply the filter.

   Note: In the Settings panel, applied filters are saved directly to the page.

4. In the Match field, select an option to define the filter application conditions:
   • All applied: Data is filtered only if it matches all of the selected filters.
   • Any applied: Data is filtered if it matches any of the selected filters.
5. In the filters tree, select the filters to apply to the view.

   Note: If you want to edit a filter before you apply it, select Manage Filters. Any filter in the Manage Filters panel can be edited, but you can only apply a filter if it is accessible by the currently active view. To change the active view, in the Manage Views panel, select the  Context menu next to a view, and then select Set Active.

6. Apply the view:

   In the Manage Views panel:

   1. Select Save. When selected, you are saving all changes to the current view.
   2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
   3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
   4. Select Reset.
   5. Select  Close.

   In the Settings panel:

   • Select Save.

Tips

• Some pages include several standard filters, preconfigured for your use. You can apply them to your view at any time.
• On the page, select  Filters to open the Manage Filters panel, apply a recently used filter, or clear filters currently in use.
• When you apply a filter to a view, the filter icon changes to indicate that the data on the page has a filter applied.