Saving and Removing a Filter Vireo 3

Owned by vug-sc
Last updated: Mar 24, 2021
2 min read

Saved Filters

Administrative users can save a filter set that will be useful to go back to multiple times. Regular administrative users can save filters for use by themselves only. Administrative managers/superusers can save filters to be used by the whole administrative team.

Creating a Saved Filter

To save a filter, begin by creating the filter configuration that gives you a useful list.

Next, to save the filter, click “Save current filter” in the “Filter Options” box.

A popup window will appear in which you can assign the filter a name and click UPDATE FILTERS.

The new, saved filter will appear under “Saved Filters.”

Saved Filters and Administrators 

Administrators can save filters to be used by others on their administrative team. When an Administrator saves a filter, the popup window will offer an option to make the filter available to all users, or “public.” If the administrative manager would like others to be able to see and use the filter, s/he can select the checkbox next to this option, give the filter a name, and click SAVE FILTER.

Using a Saved Filter 

To use a saved filter, simply click on the filter name under “SAVED FILTERS” and the filter will be put in place. You will see the parameters of the saved filter in the “Now Filtering By” section.

Deleting a Saved Filter 

If you want to delete a saved filter, click REMOVE EXISTING FILTERS. The popup box will show a list of your saved filters. Click the checkbox under REMOVE that is next to the saved filter you want to delete. Then click REMOVE FILTERS. The filter will be removed from your list of saved filters on the List screen.

Removing Filters

There are two ways to remove filters once you’ve added them.

Removing a single filter value:

To remove a single filter, go to the “Now Filtering By” box at the top left of the List screen. Click on the small “x” next to the filter you want to delete. That single filter will disappear, but any other filters that are in place will remain.

Clearing all filters:

If you have multiple filters in place and want to clear them all at once, go to the “Filter Options” section of the List screen. Click “Clear current filter” and all filters will be removed.