Saved Filters

In Search & Filter view, users can use the interactive filters to ask complex questions of their data. These composite filters are responsive, so as you update them the application will refresh to show you the records that meet your criteria, as well as the location of those records on the map. Filters are a great way of asking complex ad-hoc questions, but if you find yourself needing to re-create the same filter repeatedly you may want to Save that filter for easy access and activation.

From the Saved Filters menu a user can see all currently saved filters, and by clicking one it will apply that filter to the application. Users can manage those saved filters using the menu on the right of each record.

To save a new filter, apply the combination of filters you want and select 'Save Filter' from the menu. The dialog will step you through the process of naming a new Saved Filter or updating an existing one. You can also choose to turn any Saved Filter into a KPI Card which will show up on InVision Home and provide you a live window into your data.

Learn how to save filter settings