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Saved search filters

This page explains the saved filters that help you quickly reopen commonly used filter combinations on different screens.

Where to open them​

The most common entry points are:

  • in desktop from the top-right user menu through "Saved search filters";
  • in mobile from the navigation through "Saved search filters".

What they do​

Saved search filters help you:

  • save a frequently used filter combination;
  • open the correct screen directly with the saved filters already applied;
  • avoid selecting the same filter conditions again and again.

This is useful when you work with recurring reports, lists, or operational views.

How they are created​

New saved filters are not created from the saved filters list itself.

To create one:

  1. Open the screen where you are working.
  2. Set the filters you need in that screen's filter panel.
  3. Use the save button in the filter panel.
  4. Enter a name for the filter and, if needed, choose whether it should be private.

Only the filters for the current screen are saved.

What the list shows​

In the list you can see:

  • the name of the saved filter;
  • the key of the screen it belongs to;
  • a lock icon when the filter is private and visible only to you;
  • a delete button.

How a saved filter is applied​

When you select a saved filter from the list:

  • the system opens the correct screen for that filter;
  • it applies the saved conditions as the active filters;
  • it replaces the current query parameters with the saved filter view.

That means you do not need to manually open the target page first.

When a private filter is useful​

A private filter is useful when:

  • you use certain working views only for yourself;
  • you do not want other people in the business to see that saved filter;
  • the filter is related to your own workflow or a temporary task.

How it is deleted​

From the saved filters list you can use the delete button for a specific item.

This removes only the saved filter and does not change the data in the underlying screen, list, or report.

If a filter no longer works​

Sometimes an older filter may point to a screen that the system no longer recognizes.

In that case:

  • the filter will not be applied;
  • the system may offer to delete it;
  • the best option is to open the current screen and save a new filter from there.
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