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Sometimes, the search return may return long list of data items. Filters are a great way to narrow your search results.

After you have refined your search filter setting, you canSave the search filter settings for quick access at a later date through the Filters Page .

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Default filters

When you use the search function, a number of default filters will always be displayed.

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  1. Click on the ‘Edit Filters’ button

  2. Select the additional filter you would like to add

  3. Click ‘Close’ to return to the Search page

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Using search in Filters

Sometimes you may want to search for a specific value in the filter.

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Currently only exact match is supported. You cannot use wildcard in the filter search. For example, in the below option

  • After selecting the ‘Full Name’ filter

  • Type if in the custom filter value

  • Select Save

  • Sales is not an exact match and will return 0 results

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Searching for Date Ranges

For date type filters, there is an additional filter feature where you can choose to filter between a date range.

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Saving your Filter Settings

After you have edited all your preferred filters, click on Save As, to save these search settings.

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When you click on Saver As, a new pop up will appear letting you specify the new Filter Name and the Permissions setting.

  • Private: Only you as the creator can see and access this saved filter

  • Public: Anyone can see and access the filter via the filters page

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After you click Save, your new filter will appear on the Filters page.

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