Save Filter
The Save Filter feature enables you to preserve a specific set of frequently applied filters in a document list or report for future reuse.
To learn more about filters, checkout Search Filter
Suppose you want to find purchase orders with a Grand Total exceeding ₹10,000, but there isn’t a pre-existing filter for this. You can create a custom filter for it and save it using the ‘Save Filter’ option. This allows you to conveniently access this filter whenever you open the Purchase Order list.
To save a Custom Filter, navigate to the ‘Save Filter’ option located in the Left Sidebar of the list or report.