Using Saved Filters
Saved filters help you quickly locate grant applications that match specific criteria without rebuilding the same filter combination each time.
Why Use Filters?
The grant applications page can contain hundreds or thousands of records. Filters let you focus on what matters:
- 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 assigned assessor: Monitor applications assigned to a specific team member
Applying Filters
Go to Grants → Applications
Click a filter type (Status, Date Submitted, Score, etc.)
Select the value(s) you want to filter by — the list updates automatically
Saving a Filter Set
Configure your filters
Click Save Filter
Enter a descriptive name (e.g., "High-Priority Apps", "This Month's Submissions")
Click Save
Loading a Saved Filter
Click the Saved Filters dropdown
Select the filter — the list filters instantly
Editing or Deleting Saved Filters
Load the filter, click Edit to change values, or click Delete to remove it. Deleting a filter does not affect any applications.