Types of filters

Saved filters: You can save and reuse the filters. For example, if you've specified multiple criteria in quick or custom filters, you can save them as a single filter and reuse it later.

Benefits

1. It helps you sift through copious amounts of data.
   
2. Applying conditional criteria enables you to fetch data with precision.
   
3. Quick filters are effort saving because they are predefined and ready to use.
   
4. Custom filters help create unique filter criteria.
   
5. Saving the filters helps you reuse the filters, eliminating redundancy of effort.
   
6. Exporting filtered records is supported.
   
7. Filter capability is available across modules. 

Apply quick filters

1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
   
2. Click the Filter icon at the top.
   
   
3. Select Quick Filters option in the dropdown menu. The Quick Filters window with predefined filters will appear.
   
4. Select the required filters.
   
5. Click the Apply button. The data matching the applied criteria will be displayed.
   

1. Click the Reset button to undo selection.
   
2. Click the Save Filter option to give a name and save the group of criteria as a filter.
   
3. Click the Clear button to remove the applied filter.

Create and apply custom filter

1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
   
2. Click the filter  icon at the top.
   
3. Select Custom Filters option in the dropdown menu. The Custom Filter window will appear.
   
4. Select a Field.
   
5. Select a Condition.
   
6. Enter a value.
   
7. Click the +Criteria button to add another row of criteria.
   
8. Specify if it is an AND/OR condition.
   
9. Fill the fields accordingly.
   
   
10. Click the Apply button. The data matching the applied criteria will be displayed.

1. Use the edit option in the criteria pattern to group conditions and define the order of execution of the criteria.
   
2. Click the Save Filter option to give a name and save the group of criteria as a filter.
   
3. Click the Clear button to remove the applied filter.

Apply saved filter

1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
   
2. Click the filter icon at the top.
   
3. Select the required filter from the Saved Filter option in the drop-down menu. The data matching the applied criteria will be displayed.

Click the in-line edit or delete icons to edit or delete saved filters.

Export filtered data

1. Navigate to the all projects window. (Or, to the respective modules like backlog, epic, release, meeting, timesheet, or portfolio view.)
   
2. Click the filter icon at the top.
   
3. Select Quick Filters option in the dropdown menu. The Quick Filters window with predefined filters will appear.
   
4. Select the required filters. Or, create a custom filter.
   
5. Click the Export option at the bottom of the filter window.
   
6. Select the format for export.
   
7. Set grouping, if needed.
   
8. Set a recurring schedule for export, if needed.
   
9. Click the Apply & Export button. The data matching the applied criteria will be displayed, while the export is also initiated.
   

Navigate to Export History to download the exported file.