Reusing saved filters

Once you have saved one or more filters you may reapply those settings by loading them through the Saved Filters panel.

To use saved filters for viewing data:

  1. Click on the desired saved filter link. The parameters for that filter are displayed on the Data tab.
  2. Click Add Filter to add conditions to refine your search based on the primary object selected. You can add a maximum of five filters to scope down data.
  3. From the respective drop-down lists, select the attribute and the operator. The attributes and the operators that appear in the drop-down list are based on the primary object type selected.
  4. Click the Browse icon. The Browse Values page is displayed. This page provides the following two tabs:
    • The Distinct Values tab displays a non-repeating list of values pertaining to the attribute selected.
    • The All Values tab displays all existing values as per the attribute selected with duplicates.
  5. Select the desired value for the selected attribute. The value appears in the text box on the Data page. You can even use the filter to locate the desired value.
  6. Click Show Results. The relevant data is displayed on the same page. For example, if you select the primary object as the purchase order then details such as the purchase order status, created by and the creation date and time is also displayed. Click on a primary object link to view the object details.
    Note: Click Save Filters to save the filter for further use. If you retain the Filter Name, your new settings will overwrite the ones that you had saved previously.  If you change the filter name then you will create a new filter set in addition to the original filters. To delete a saved filter, select the filter to be deleted and click the Delete Filter icon.