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Creating and Managing Filters

Textura Analytics provides the ability to save your predefined filters. You can save multiple filters and use them any time. The saved filters are availably only for your user login. You can also set a saved filter as your default.

Creating a Filter and Setting a Default

1. Select the filter options that you would like to save.
2. After setting your filter options, select the Gear icon and select Save Current Customization.
3. Enter a name for your custom filter set.
4. Select the Make this my default for this page checkbox to use this filter for subsequent logins.
5. Select OK to save your filter.

   This filter set will now be your default the next time you view the dashboard.

Tips:

• To apply saved filters: From the Gear icon, select Apply Saved Customization. You can view a list of all saved filters for the specified dashboard. Select a saved filter to jump to the desired view.
• To clear filters: Select Clear My Customization from the Gear icon.

Editing Saved Filters

1. Select Edit Saved Customization from the Gear icon to change the following:
   • Name of previously created filters.
   • Set the default filter by moving the My Default radio button.
   • A saved filter can be deleted by selecting the record and clicking the X icon.
2. Click OK to save

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Last Published Tuesday, February 6, 2024