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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

Building the filter

There are two routes to the same result, and both end in the same editable filter chips.

Describe it in plain English

Type an ordinary sentence into the search box, such as "under review applications scoring above 70". A normal search runs first, and if nothing matches, the sentence is interpreted and comes back as filter chips you can check and correct. This is the quickest route for most people.

Or build it by hand

  1. Go to Grants → Applications

  2. Click Filter, then choose a field, an operator and a value

  3. Add more conditions and join them with AND or OR — the list updates as you go

On status and assigned-to, the is any of operator takes a list, so "Under review or Shortlisted" is one condition rather than two.

Saving a Filter Set

  1. Configure your filters

  2. Click Save Filter

  3. Enter a descriptive name (e.g., "High-Priority Apps", "This Month's Submissions")

  4. Choose whether to keep it to yourself or share it with your organisation

  5. Click Save

Loading a Saved Filter

  1. Click the Saved Filters dropdown

  2. 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.

Acting on the results

Once a filter has the right set on screen, ticking rows brings up the bulk action bar, and select all matching extends your selection to the whole filtered set rather than the visible page. See Updating Many Applications at Once.