Filter Sets

Save sets of filters to limit your search results. Filter sets are available for the Companies List and Findings pages. Filter sets can be selected from the top-left dropdown menu.

• Filter sets dynamically update the results based on your defined parameters.
• Filter sets are unique to the page.

Actions

Create & Edit

To create a filter set, define your desired set of filters and then select Save Filter Set.

You can also create a filter set by using an existing filter set as a template:

1. Select an existing filter set from the top-left dropdown menu.
2. Select Filter Set Actions ➔ Edit Details to edit the filter set.
3. Define your desired set of filters.
4. Save your changes by selecting Filter Set Actions ➔ Save As.

Share

Filter sets can be shared with other team members.

1. Select a filter set from the top-left dropdown menu.
2. Select Filter Set Actions ➔ Share link to copy the URL to your clipboard.
3. Send the URL text to a team member.

Delete

Delete an existing filter set by selecting Filter Set Actions ➔ Delete.