Filters are used to retrieve relevant data from your SurveyMonkey Apply site and are commonly applied within the Manage Users and Manage Applications pages. This article is dedicated to saving and managing custom filters that are frequently used by administrators of your site to monitor the progress of applicants and programs.

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How to Save Custom Filters

If a filter will be used often it can be saved so that it can be applied without having to be rebuilt from scratch every time a user returns to the page.

To save a custom filter within Manage Users or Manage Applications:

Apply the custom filter
Select Save
Apply a name for your filter
Select OK

NOTE: If you have applied multiple filters, selecting Save will save the combination of filters applied at the time it was saved. Saved filters will not be overwritten if new filters are applied after the filter was saved.

How to Apply Saved Custom Filters

To apply a saved filter:

Select the New Custom Filter dropdown menu
Select one of the available filters

How to Edit Saved Custom Filters

Editing a Custom Filter that has been saved does not extend past the ability to rename the filter. Any additional filters added to an existing saved filter can be saved again, but will not overwrite the original filter. If additions to an existing filter are needed simply add and/or remove components of the filter and save the filter with a new name. You can then delete any unwanted filters individually.

How to Rename a Filter

Select the Custom Filter dropdown
Place your cursor over the filter to reveal the More Options icon
Select More Options
Select Rename
Rename the filter and select OK

How to Share Saved Custom Filters

Custom filters that have been saved can be shared with other administrators in the site from the Manage Applications screen. When a filter has been shared by an administrator, the filter will appear in the Custom Filter list under Shared Filters.

To share a custom filter:

Select the Custom Filter dropdown
Hover your cursor over the filter to reveal the More Options icon
Select More Options
Select Share
Click Yes to confirm you would like to share the filter with other administrators

To stop sharing a custom filter:

Select the Custom Filter dropdown
Hover your cursor over the filter to reveal the More Options icon
Select More Options
Select Unshare
Click Yes to confirm you would like to stop sharing the filter with other administrators

NOTE: Once a custom filter has been shared only the creator of that filter can stop sharing the filter using the steps above.

How to Delete Saved Custom Filters

When a filter is no longer needed it can be removed to reduce clutter from your view. Saved Custom Filters must be deleted by the user who created them and will not be removed from the Shared Filters list until the creator of the filter deletes or un-shares the filter.

To delete a Saved Custom Filter:

Select the Custom Filter dropdown
Hover your cursor over the filter to reveal the More Options icon
Select More Options
Select Delete
Click Yes to confirm you would like to stop sharing the filter with other administrators

NOTE: You must stop sharing any Shared Custom Filters before you will be able to delete them.

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