Create and Save Transaction Filters

If you'd like more detailed information on filtering, here are some additional resources:

1. How-to Video - Filtering Transactions
2. Step-by-step article - Filtering Transactions
   
   

To begin, go to the Transactions page by clicking 'Transactions' in the left menu group.

Follow along, or skip to any section of this article:

• Create and Save a New Filter
• Apply a Saved Filter
• Managing Saved Filters

Create and Save a New Filter

1. Go to the Transactions Page

   • Click Transactions in the left-hand menu.

2. Access Filters

   • In the table view, you’ll see two buttons at the top:

     • Filters → create, apply, and save new filters

     • Saved Filters → access filters you’ve already saved

3. Add Filter Criteria

   • Click Filters, then + Add Filter Criteria.

   • Example: Let’s filter for:

     • Status = Loan Finalized

     • Property State = FL - Florida

4. Apply or Save

   • Choose Apply to see the results right away.

   • Or choose Save Filter to name and save it for future use.

   • Tip: Use a clear name so you’ll recognize it later.

5. View Results

   • After saving, click Apply to see your filtered transactions.

Apply a Saved Filter

1. Click Saved Filters to see your list of saved options.

2. Select the filter you want. You’ll see the filter’s name and a quick preview of its criteria.

3. Example: A filter named UW - Wyoming with criteria:

   • Status = Loan Finalized

   • State = WY - Wyoming

4. You can always adjust filters by clicking Filters — changes won’t affect the saved version.

5. To clear everything, click Clear All.

Manage Saved Filters

Over time, you may want to clean up filters you no longer use.

1. Go to Saved Filters → Manage Saved Filters.

2. A slide-out will appear where you can:

   • Delete a filter (trashcan icon)

   • Load a filter (Load button)