Save Filter: Save your filters and apply them often

Save Filter

• Save Filter is a tool that will allow you to save a certain set of filters which are applied often in a document list or a report so that you can reuse them.

To learn more about filters, checkout Search Filter.

• Let's say, in purchase orders, you need to search for all the purchase orders where the Grand Total is more than ₹ 10000. However, there is no filter exclusively present for it. In this case, you can create a custom filter for it and save the same condition in the 'Save Filter' option for you to easily access this filter every time you open the Purchase Order list.

• To save a Custom Filter, you may go to the 'Save Filter' option in the Left Sidebar of the list or the report.

Updated on: 26/03/2023