Filter Sets

When filtering your views, you might find helpful to setup long and complicated filters. In cases like this, Kompass allows to save such filter sets.

Filtering settings can be found in the following pages:

• Proposals/ Quotes
• Organizations
• Schedule
• Projects
• Expenses

You can access them by clicking the filter button:

Once in the filter screen, define your filters (1) and click "Create" (2). 

Set a Filter Set Name and click "Create".

This filter will be only accessible from your account.

In case you need the filter to be accessible by the entire organization, please contact your Kompass Champion.

Should you need to edit or delete the template, click the funnel icon (1) and then Edit (2).

Make any changes and click "Save" or "Delete".