Saving Filtered Views

After you define filter criteria, you can save a filter definition for later use, or to use with a different close cycle process. From the Filters panel, you can view the list of saved filtered views. The saved filtered views are visible only to the users who created them.

  To save the filtered view:

  1. After you define filter criteria, click Save Filter.

  2. Enter a name for the saved filter, and click Save and Close.

    Tip:

    To view saved filters, select the drop-down list at the top of the Filters panel.