How to name your portal filters

Read our step-by-step guide below to learn how to name your portal filters.

1. Click "Add Filter Group" on the right of your screen.

2. Click the "Optional - Enter your filter name" field and type the name you would like for your filter.

3. Click "Add Filter".

4. Follow the form through with the prompts. Start by selecting a column.

5. Once happy with your selection click "Save Filter Group".

6. Your filter will be named with value you entered.

7. If you don't want to provide a name for your filter. Do not enter a value.

8. Your filter will show the names of the columns used instead of a name.

Filters are visible to individual users and will not be visible to other team members.


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