How to save a filter in RiskSense.
To save an active filter on a data set, navigate to the page with data you want to filter. This example will show you how to set an active filter on the Applications page.
To set up the active filter, navigate to the Manage > Applications page.
Click the Active Filter (
) button on the left-hand side of the page.
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.
In the Active Filter panel, click the Save button.
In the Save Applied Filter window, complete the following fields and click Save.
- Filter Name: Name of filter. Limited to 25 characters.
- Filter Description: Description of filter. Not required
- Shared Filter: Click the checkbox to automatically share this filter with other users in your RiskSense client.
To view your saved filter, click the Saved/Shared Filter (
) button.
Click the Private Filters button to view your saved but unshared filters.
Click the Filters Shared by You to view your saved and shared filters.
