Saving Filters : WiredUp

In This Article

Overview

The Saved Filters feature allows you to save your frequently used filter combinations and quickly reapply them whenever you need them, eliminating the need to manually reconfigure filters each time you visit a page. Previously, this functionality was only available on the Ideas list. Now, Saved Filters has been extended across the entire WiredUp platform to provide a consistent filtering experience wherever you work. You can now save, manage, and reuse filter configurations on:

KPI Lists
Meetings (Schedule and Card views)
All Reports
Risk Register (Portfolios > Risk Register)
Administration Users
RAR Administration
Value Hound List

Each saved filter is private to you—other users cannot see or access your saved filters—and filters are scoped to the specific page or module where they were created. This means a filter saved on the KPI List will only appear when you're viewing the KPI List, ensuring your saved filters remain organized and relevant to each context.

The Saved Filters interface appears at the top of every filter panel, giving you quick access to save new filters, apply existing ones, update them as your needs change, rename them for clarity, or delete filters you no longer use.

Creating a Saved Filter

To create a new saved filter:

Click the Filter icon to open the Filter drawer
Configure your desired filters (Status, Portfolio, Owner, Stage, etc.)
The Saved Filters dropdown at the top displays <Save New Filter> by default
Click the Save button from the vertical ellipse menu to save the filters
A "Save Filter" dialog appears requesting a filter name. Enter a descriptive name for your filter and click Save
The new saved filter becomes selected in the dropdown list of saved filters

Applying a Saved Filter

To apply a saved filter:

Click the Filter icon to open the Filter drawer
Click the Saved Filters dropdown at the top
Select your desired saved filter from the list
The filter drawer fields automatically update to match the saved filter configuration
The contents displayed on the feature updates to reflect the selected filter

Updating an Existing Saved Filter

To update an existing saved filter:

Select a saved filter from the Saved Filters dropdown
Modify any filter fields as needed
The filter name displays with an (Unsaved) suffix to indicate unsaved changes
Click the Filter button at the bottom of the drawer
The existing saved filter is overwritten with the new configuration

Click the ⋯ (vertical ellipse) menu next to the Saved Filters dropdown to access additional options:

Revert to Saved: reverts all changes made to the selected saved filter
Rename: Changes the name of the currently selected saved filter
- Click Rename from the menu
- A rename dialog appears with the current name prefilled
Save: save the current filter configurations to update the selected saved filter
Save as: Creates a new saved filter based on the current configuration without overwriting the selected filter
- Click Save As from the menu
- A "Save As" dialog appears requesting a new name
Delete: Removes the currently selected saved filter
- Click Delete from the menu
- A confirmation dialog appears confirming the removal of the saved filter

Clear Button Behavior

Clicking the Clear button resets all filter fields to the standard unfiltered state:

The saved filter name updates with an (Unsaved) suffix
The filter fields are cleared but the saved filter remains selected in the dropdown
You can then:
- Click Filter to apply the cleared/unfiltered results
- Click Save to update the selected saved filter with the cleared state
- Click Save As from the menu to create a new saved filter

Saving Filters