Saving a Filter

Saving a filter definition enables you to easily reuse these filter settings when required (instead of manually setting up filters when required).

By default, filters are saved as private filters. To enable other users to use the same saved filters, you can publish the filters.

To save a filter:

  1. Use the Add a Filter to create a filter for the required attributes.

    For example, to create a filter on the Reconciliations list that displays all pending reconciliations that are due today, add filters for the Status and Due attributes.

  2. From the Actions menu, select Save Filter.

    The Save Filter dialog appears.

  3. In Name, enter a unique name for the filter.
  4. In Description, enter an optional description for the filter.

    Notice that the Filter Definition section displays the selected filter conditions.

  5. Click OK.