---
title: "Saved Analysis Filters"
slug: "saved-analysis-filters"
updated: 2026-02-17T20:55:24Z
published: 2026-02-17T20:55:24Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Analysis Filters

**Saved Filters** allow users to save a set of filters as a preset. You can create or apply a saved filter by clicking the **Bookmark**icon. You can save multiple filters and toggle between them quickly.

## **Quick Guides**

### **Creating Your First Saved Analysis Filter**

1. Select**Detailed Analysis** in the **Analysis**section of the main menu.
2. Use the **drop-down menus** to select the data you want to view.
3. Configure the **drop-down menus** and **chips** to adjust the data view. Then, select the **Bookmark**icon.
4. Ensure the **chips** show the desired filters, **name** the filtered view, and click **Create**.

> [!NOTE]
> **Note:** You do not need to select every field to save a preset. Text entered into the search box cannot be saved as part of a **Saved Analysis Filter**.

### **Creating New Saved Filters After the First**

1. To create another preset, select a new series of filters and click the **Bookmark**icon.
2. Click **Save Current Filter Set**.
3. Name the filter set and click **OK**.

### **Applying, Previewing, and Deleting Saved Filters**

1. Select the **Bookmark**icon to load the saved filters.
  - To apply a saved filter, select the desired saved filter and click **Apply**.
  - Hover over the **Information**icon to view details about preset.
  - Click the **Delete** icon to delete a saved filter.

> [!WARNING]
> **Caution:** You cannot edit saved filter presets. You must create a new preset. Take caution when deleting saved filter presets. Deleting a preset is permanent and irreversible.

## **Illustrated Guides**

### **Creating Your First Saved Analysis Filter**

**Step 1:**Select **Detailed Analysis**in the **Analysis** section of the main menu.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(950).png)

**Step 2**: Use the drop-down menus to configure the analysis:

- **Data** – Select a framework, document type, and date range for which to view the analysis.
- **Columns** – Choose whether the columns represent **Dimensions**, **Domains**, or **Totals**.
- **Rows** – Determine what type of information is represented by the rows. You can choose a **Group By** option if desired to further organize the breakdown of information.
- **View** – Select a data view:**Graph/Percent**, **Table/Percent**, or**Table/Score**.

Toggle **Show Inactive Forms** on if you want to include data from inactive template forms in the analysis and then select **Create**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(951).png)

**Step 3:** Configure additional filters as needed to fine tune the data view. Then, select the **Bookmark**icon.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(958).png)

**Step 4:** Verify your saved filters, enter a **Name** for the filtered view, and then select **Create**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(957).png)

### **Creating New Saved Filters After the First**

You can save several filter presets, particularly if you manage a variety of appraisals or appraisees. Create **Saved Filter** presets for different groups.

**Step 1:**To create another preset, select a new series of filters and click the **Bookmark**icon.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(956).png)

**Step 2:**Click **Save Current Filter Set**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(966).png)

**Step 3:** Hover over the **Save Current Filter Set** button to view detailed information to aid with naming.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(965).png)

**Step 4:** **Name** the filter set and then select **Create**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(960).png)

### **Applying, Previewing, and Deleting Saved Filters**

> [!WARNING]
> **Caution:** You cannot edit saved filter presets. You must create a new preset. Take caution when deleting saved filter presets. Deleting a preset is permanent and irreversible.

**Step 1:**Select the **Bookmark**icon to load the saved filters.

- To apply a saved filter, select the desired saved filter and click **Apply**. ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(968).png)
- Hover over the **Information**icon to view details about preset. ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(967).png)
- Click the **Delete** icon to delete a saved filter. ![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(969).png)