Save searches and summary filters

Create templates for recurring searches and commonly used filters

What is it?

Filter Templates allow users to save and manage sets of filters on summary and search pages. Instead of manually selecting filters each time, users can save filter configurations  and quickly reapply them as needed. This functionality is especially useful for users who frequently produce standard reports or work with search pages.

Why it matters

Filter Templates simplify recurring tasks, save time, and maintain consistency by allowing users to save, apply, update, and delete predefined sets of filters. This feature improves user experience and creates efficiency. 

How does it work?

• Saving Filters: Users can save the current set of page filters as a new template. Templates are named by the user (e.g., "Monthly P&L in Local Currencies") and stored for future use.

• Loading Templates: Users can quickly apply a saved filter set by selecting a template from the "Filter Templates" button.

• Updating or Deleting Templates: Users can update an existing template with new filter settings or delete templates they no longer require.

• Safe Updates: Changing the active page filters does not automatically modify any saved templates. This preserves the integrity of saved filter sets and prevents unintentional changes.

Working with filter templates

Saving a New Filter Template:

1. Configure the desired filters on the page.

2. Click the "Filter Templates" button.

3. Enter a name for the template.

4. Click the "Save filters as new template" button.

Applying a Saved Template:

1. Click the "Filter Templates" button.

2. Select a template from the dropdown list by clicking its corresponding radio button.

3. Click the "Load filters from template" button.

4. The page filters will update to match the selected template.

Updating an Existing Template:

1. Adjust the page filters as needed.

2. Click the "Filter Templates" button.

3. Select the template you want to update.

4. Click the "Save filters to template" button to save the new filter settings.

Deleting a Template:

1. Click the "Filter Templates" button.

2. In the template list, click the delete ("X") button next to the template you want to remove.

3. Confirm the deletion when prompted.

4. The template will be deleted.