Saving a Filter

How to save a filter in RiskSense.

To save an active filter on a data set, navigate to the page with the data you want to filter.

Click the Active Filter (Active Filter - Small) button in the upper-left corner of the page.

Saving a Filter - Active Filter Button Location

In the Active Filter panel, select your filter criteria. For more information about the filter fields, see Active Filters: Overview. Add the filters you want to save. For more information about adding filters, see Setting an Active Filter.

Saving a Filter - Selected Filters

In the Active Filter panel, click the Save button.

Saving a Filter - Save Button Location

In the Save Applied Filter window, complete the following fields.

  • Filter Name: Name of the filter. Required and limited to 25 characters.
  • Filter Description: Description of the filter. Not required.
  • Shared Filter: Click the checkbox to automatically share this filter with other users in your RiskSense client.

Once you complete the required fields, click the Save button.

Saving a Filter - Save Applied Filter Window

To view your saved filter, click the Saved/Shared Filter (Saved-Shared Filter - Small) button.

Saving a Filter - Saved Shared Filter Button Location

If you did not share your filter, click the Private Filters button to view your new filter.

Save Filter - Private Filters Button Location

If you shared your filter, click the Filters Shared by You to view your new filter.

Save Filter - Filters Shared by You Button Location-1