Saved Filters

Use this function to update the results shown in the columns. These filters can be saved and used in future searches.

Creating a Filter

1.

Under the column heading, click in the Filter for [name of filter] field.

2.

Type the text to filter by and press Enter. The filter is added to the criteria area. The window updates, and all matching records (if any) are displayed.

3.

Click the Save Filter text.

4.

In the Save Filter dialog box, type a name to identify this filter, and click Save.

You can continue to filter the results (steps 1 and 2) and save additional filter(s) (step 3) by repeating the above steps.

Applying a Filter

Saved filters are used to sort results with previously entered search criteria. This eliminates the need to recreate a new filter each time a user wants to search the list of records.

1.

In the results window, move to the upper right corner and click the Saved Filter icon. The Filters window displays.

2.

Select the filter you want to apply from the list.

3.

To save a filter as the default, click Set as Default. Only one filter can be the default.

4.

To delete the filter, click the trashcan icon.