Once filters have been applied to a screen, the screen view can be saved as a filter. Saved filters can be revisited and accessible to other users in the organization.
To create a saved filter:
- Apply desired filters
- Click Save this view as a filter
- Choose New filter to create a new filter, or select an existing filter to overwrite it
- Enter a name for the filter
- Select the checkbox next to Allow others in your organization to subscribe to this filter to allow other employees to add the same filter to their accounts
- The saved filter will be on the left-hand side of the page under “Recommended Filters”