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.

  • Let's say, in purchase orders, you need to search for all the purchase orders where the Grand Total is more than ₹ 10000.

  • However, as we know, there is no filter that is present for it out of the box.

  • 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.

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