Saving Filters

Ah, yes: what about saved filters? To explain what a saved filter is, let’s start by creating a simple little filter of our own:

Note that, in this example, we used Guided Search to create and save our filter. However, you don’t have to go this route. If you prefer, you can type your query in the Search profiles field, then follow the instructions we’re about to give you for saving a filter.

Let’s assume that this is a useful filter, one that we want to reuse over and over again. Because of that, we can save the filter by completing the following procedure:

  1. Click the Search History and Saved Filters icon to display the pop-up menu.
  2. In the menu, click Save new filter:
  3. In the Create new saved search dialog box, enter a name for the filter in the Filter Name field:
  4. Click Save.

The new filter will now be available under Saved Filters:

Note that filter names must be unique: you can only have one filter named Non-US Residents. If you attempt to reuse a filter name, you’ll be asked to either save the new filter under a different name or to rewrite the existing version of the filter:

Unlike the search history, filters are stored centrally: that means that filters are available regardless of the computer/browser you are currently using. For example, suppose you save a filter using the Safari browser on Computer A:

If you later log on from Computer 2, using the Chrome web browser, that saved filter will be available to you:

Filters are also saved on a per-user basis: a filter that you saved will not be available to any other agent (not even an administrator). And filters are saved separately for each entity type. For example, suppose you have two entity types: user and employees. If you create a filter (Last Login Date) for the user entity type, you can save and re-use that filter any time you’re working with that entity type. However, if you switch to the employees entity type, the Last Login Date filter will not be available. If you want to use the same filter on multiple entity types, you’ll need to re-create that filter for each type.