CRM Software for Economic Development Organizations
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Can I save my filter for future use or to share it with other Neoserra users?

Note: When you save a filter, you are not saving the listing of records that was produced as a result of generating the filter. Rather, you are saving the filter criteria. In other words, each time you run a saved filter, you could see slightly different results depending upon rolling time frames or newly-added records.

If you create a filter that will be frequently used by yourself (or others), you have the option of saving that filter:

Once you save the filter, then that filter is always available to you. For example, if you create and save a client filter titled "Active Veteran Owned Clients," then whenever you view client records, regardless of which center is currently active in Neoserra, this custom filter will be available to you for selection, as shown next.

Custom filters created by you will be designated with a paintbrush next to the name.

Sharing Saved Filters With Other Neoserra Users

By default, saved filters are only available to the user who created and saved them. But, if you think other Neoserra users will benefit from your saved filter, you can share it (or edit or delete it) from Manage|Saved Filters interface.

The steps for sharing a saved filter are outlined next.

  1. Select Manage|Saved Filters.
  2. Next choose the type of filter you want to share, edit or delete (i.e. Client Filter, Counselor Filter, etc).
  3. The next screen displays all filters that you have created. Click the "Edit" hyperlink that corresponds to the filter you want to share.
  4. You may notice that filters in addition to the ones you've created are listed here as well. These are filters that other users have already shared. (If you're an administrator, you'll see every single filter ever saved in Neoserra;regardless of who created it or which centers it's shared with.)

  5. In the Edit Filter screen, find the Available To field and from this field's drop-down menu, select "Selected Centers" to make the filter available to users at other centers. When you restrict to a particular center or group of centers, then you are choosing for the saved filter to only be available to users who currently have one of the center(s) selected as their active center.
  6. Click the Update button. Your filter is now available to anyone whose current active center is one of the centers you chose in step 4.

Editing and Deleting Saved Filters

From the Saved Filter interface, you can edit other aspects of your filter; not just who it's shared with. The most common edit made to a saved filter (not counting making it available to others) is changing which centers' records are included in the filter's results using the Include Records From field. You can either select the centers that should always be included in the filter or you can select "Current center only" which means that Neoserra will dynamically choose which center to include at the time the filter is run based on the current active center.

Other edits you can make are changing the filter name, which should always be as descriptive as possible, or even the actual criteria although this isn't recommended unless you are comfortable writing SQL queries. If you edit the filter SQL query, click the Check Criteria button before saving your changes. Clicking this button will tell you if you have any query language errors or are referencing incorrect database column names; or, if the query is accurate, you'll see the number of matching records in the database.

Note: Editing the SQL may allow you to create more powerful flters. However, please be aware that OutreachSystems is not responsible for edited filter criteria and cannot offer SQL troubleshooting or debugging assistance.

You can also delete your saved filters from the Filter Management screen.

Note: If you're an administrator, in administrator-mode then you have the ability to edit or delete any filter ever saved; not just those specifically created by you.



Want more? Browse our extensive list of Neoserra FAQs.