Using Saved Filters

Saved filters help you quickly locate grant applications that match specific criteria without having to rebuild the same filter combination each time. Whether you're tracking applications by status, reviewing recent submissions, or monitoring high-scoring applications, saved filters save time and reduce manual work.

Why Use Filters?

The grant applications page can contain hundreds or thousands of records. Filters let you focus on what matters right now:

- By status: Find all applications currently "Under Review" or "Pending Assessment"

- By date: Locate applications submitted in the last week or month

- By score: Isolate high-scoring applications for approval consideration

- By grant programme: View applications for a specific grant scheme

- By applicant organisation: See all submissions from a particular organisation

- By assigned assessor: Monitor applications assigned to a specific team member

Combining multiple filters narrows results further, letting you find exactly what you need in seconds.

Applying Filters on the Applications List

1. Go to Grants → Applications

2. Look for the Filters section near the top of the page (usually above the application list)

3. Click on a filter type (Status, Date Submitted, Score, Grant Programme, etc.)

4. Select the value(s) you want to filter by

5. The application list updates automatically to show only matching records

Each filter shows a visual indicator (such as a badge or count) so you know how many applications meet your criteria.

Combining Multiple Filters

Filters stack — apply as many as you need:

1. Click the first filter dropdown and choose a value

2. Click a second filter dropdown and choose another value

3. Continue adding filters as needed

For example, to find high-scoring applications submitted this month that are still under review:

- Set Status = "Under Review"

- Set Date Submitted = "Last 30 days"

- Set Score = "Above 80"

All three conditions must be met for an application to appear.

Saving a Filter Set for Reuse

Once you've built a filter combination you use regularly, save it:

1. Configure your filters as described above

2. Look for the Save Filter button (usually near the active filters display)

3. Click Save Filter

4. Enter a memorable name: "High-Priority Apps", "Pending Final Review", "This Month's Submissions", etc.

5. Click Confirm or Save

The system stores your filter combination with that name.

Loading a Saved Filter

To use a saved filter:

1. Go to Grants → Applications

2. Click the Saved Filters dropdown or list

3. Select the filter you want (e.g., "High-Priority Apps")

4. The application list filters instantly to show only matching records

Your saved filter remains active until you change it or clear filters.

Editing or Deleting Saved Filters

To modify a saved filter:

1. Load the filter (see "Loading a Saved Filter" above)

2. Click the Edit button next to the filter name

3. Change any filter values

4. Click Save Changes

To delete a saved filter:

1. Go to the Saved Filters list

2. Find the filter you want to remove

3. Click the Delete or Remove button

4. Confirm the deletion

Deleting a saved filter does not affect any applications — it only removes the filter preset from your account.

Filter Tips and Best Practices

• Create filters for recurring tasks: If you review pending applications every Monday, save a "Weekly Pending Review" filter

• Use descriptive names: Avoid vague names like "Filter 1". Use "Awaiting Final Sign-Off" or "Q2 2026 Submissions"

• Combine with sorting: After filtering, you can sort by date, score, or other columns to further organise results

• Clear filters to reset: Click Clear All Filters to return to the full application list at any time