---
title: "Saved Analysis Filters"
slug: "saved-analysis-filters"
updated: 2026-07-09T21:43:22Z
published: 2026-07-09T21:43:22Z
canonical: "support.eduphoria.net/saved-analysis-filters"
---

> ## 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 in Detailed Analysis. You can create or apply a saved filter by clicking the **Bookmark** icon (). You can save multiple filters and toggle between them quickly.

## Creating Your First Saved Analysis Filter

### Quick Guide

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**.

### Illustrated Guide

**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 forms in the analysis, and then select **Create**.

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

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

![Detailed analysis of school performance metrics with various filters and a bookmark icon to save them.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/bookmark icon.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

### Quick Guide

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**.

### Illustrated Guide

You can save several filter presets, particularly if you manage a variety of evaluations or staff members. 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/bookmark%20icon.png)

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

![Options to manage saved filters with a button to save current filter set.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/save current filter set.png)

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

![Options for saved filters including document types and date range selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/hover save current filter set.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

### Quick Guide

1. Select the **Bookmark** icon () to load the saved filters.
2. To apply a saved filter, select the desired saved filter and click **OK**.
3. Hover over the **Information** icon () to view details about the preset.
4. 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 Guide

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

**Step 2:** To apply a saved filter, select the desired saved filter and click **OK**.

![Options for selecting and applying saved filters, highlighting 'Summatives by Grade Level' selection.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select saved filter.png)

**Step 3:** Hover over the **Information** icon () to view details about the preset.

![Filter options for managing saved filters and an Information icon that shows additional details.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/information icon.png)

**Step 4:** Click the **Delete** icon ( ) to delete a saved filter.

![Manage saved filters with the option to delete the filter.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/delete icon(1).png)