Use or modify existing filters

1. After you select a study, click Data Management in the navigation bar.

   Note:

   For details on selecting a study, see Select a study from the Home page.
2. Do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

3. In the Saved Filters field, select the filter you want to use or edit. The fields automatically populate with the criteria saved for the filter. For example, if the filter used a formula, you see it appear in the Advanced Filters field.
4. Do one of the following:
   • Click Apply to use the saved filter without changes.
   • Make any necessary changes to the fields or formula. For more details, see Create a new filter and Advanced Filters. Then click Apply.
5. If you made changes to the filter and you want to save it, click Save. When prompted, click Save and Apply. If you want to use this filter as a template to create a new filter, click Create New, enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.

   Note:

   To edit a saved filter name (or use a filter as a template and give it a new name), select the filter and click Edit Filter at the top of the left panel. Enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.