Saved Analysis Filters

Saved Filters in Strive 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.

Navigate to the relevant section to learn more:

• Creating Your First Saved Filter
• Creating New Saved Filters After the First
• Accessing, Choosing, and Deleting Saved Filters

Creating Your First Saved Analysis Filter

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.

Quick Guide

1. Log in to Strive and select Analysis and Reports under Appraisal. Then, select Detailed Analysis under Analysis and Reports.
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.

Illustrated Guide

Step 1: Log in to Strive and select Analysis and Reports under Appraisal. Then, select Detailed Analysis under Analysis and Reports.

Step 2: Use the drop-down menus to select the following:

• Data: Select a framework, document, and date range. 
• Columns: Select from the options available.
• Rows: Select from the options available. You can Group By if desired.
• View: Select a data view.

Step 3: Configure the drop-down menus and chips to adjust the data view. Then, select the Bookmark icon.

Step 4: Ensure the chips show the desired filters, name the filtered view, and click Create.

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.

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

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

Step 2: Click Save Current Filter Set.

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

Step 4: Name the filter set and click Create.

Accessing, Choosing, and Deleting Saved Filters

Note: You cannot edit saved filter presets. If needed, delete one and create a new one. Deleting saved filters cannot be undone.

Quick Guide

1. Select the Bookmark icon to load the saved filters.
2. Select the desired saved filter and click Apply.
3. Click the Trash Can icon to delete a Saved Filter preset.
4. Hover over the Information icon to see the Saved Filter details in the preset.

Illustrated Guide

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

Step 2: Select the desired saved filter and click Apply.

Step 3: Hover over the Information icon to view saved filter details.

Step 4: Click the Trash Can icon to delete a saved filter.