---
title: "Saved Filters"
slug: "saved-filters"
updated: 2025-06-13T07:58:41Z
published: 2025-07-28T06:00:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Filters

## Understanding Saved Filters

---

A **Saved Filter** allows you to store your current filter criteria for easy access and reuse, making it simpler to apply the same filters during future sessions. This is especially valuable when working with complex filter combinations or regularly used views, helping you save time and maintain consistency. Saved Filters can be **personal** or **shared** with your team—making it easier to align on key data views and streamline workflows across modules.

## How to Save Filter Criteria

---

To create a new Saved Filter:

1. Navigate to the relevant **Module** and open the desired **Module View**.
2. Click the **Filter** button and apply your desired filter criteria.
3. Click the **Save Filter** button.
4. Enter a **name** for your filter and set your [sharing preferences](/v1/docs/sharing-saved-filters) (e.g., personal or shared).
5. Click **Create Filter**—your filter will now be saved and ready for future use.

![Filter options for job listings including discipline and production start date settings.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/filter(1).png)

## Accessing a Saved Filter

---

Once you’ve saved your filter, you can access it anytime:

1. In the **Module View**, click the dropdown arrow next to the **Filter** button.
2. A list of **Saved Filters** will appear, grouped by category—such as **Favourites**, **Custom Groups**, **Filters (Default)**, and **Archived**.
3. Select the filter you want to apply—your view will instantly update with the saved criteria.

![Dropdown menu showing filters and favorites for job management interface.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/select_filter.png)

## Editing an Existing Saved Filter

---

Want to update a Saved Filter with new criteria, a different name, or new sharing preferences? Follow these steps:

1. In the **Module View**, expand the list of **Saved Filters**.
2. Locate the filter you want to edit and click the **actions menu** next to it.
3. Select **Edit Filter** from the dropdown menu.
4. Make your changes:
  - Update the **filter name**
  - Adjust the **filter criteria**
  - Modify the **sharing preferences** (e.g., personal or shared)
5. Click **Save Changes**—your updated filter is now ready for use.

![Menu options for managing filters in a job tracking application interface.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Edit filter.png)

## Copy an Existing Saved Filter

---

Need a similar filter with slight variations? Copying a Saved Filter is a quick way to duplicate settings without starting from scratch:

1. In the **Module View**, expand the list of **Saved Filters**.
2. Locate the filter you want to copy and click the **actions menu** (⋮ or similar icon) next to it.
3. Select **Copy Filter** from the dropdown menu.
4. A duplicate filter will open. Update the:
  - **Filter name** (to avoid confusion)
  - **Filter criteria**, if needed
  - **Sharing preferences** (e.g., personal or shared)
5. Click **Save Filter**—your new filter will now appear in the list, ready to use.

![Menu options for managing filters, including favorites and new filter creation.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Copy filter.png)

## Delete an Existing Saved Filter

---

No longer need a filter? You can remove it to keep your list clean and relevant:

1. In the **Module View**, expand the list of **Saved Filters**.
2. Find the filter you want to delete and click the **actions menu** next to it.
3. Select **Delete Filter** from the dropdown menu.
4. Confirm the deletion when prompted.

> [!WARNING]
> **Note:** The **Delete Filter** button is also available when you're editing an existing Saved Filter, allowing you to remove it directly from the edit screen.

![Menu options for managing filters in a job tracking application interface.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Delete filter.png)