How to save filters for easy access

Filter Groups allow you to save a filter or set of filters so that you can easily apply them again later.

To filter a column:

1. Locate the column you'd like to filter by.

2. Click the three dots to the left of the column name.

3. Select Filters.

4. Select your desired criteria.

5. Click Apply.

To save a filter:

1. On the Trips or Invoices page, filter the desired columns. Once all of your desired filters are applied, you can save them as a Filter Group.

2. Click the + beside the Filter Groups button at the top of the page.

3. Give your Filter Group a name (so you can easily identify it later).

4. (Optional) Add a description to explain what this Filter Group is for, when it was created, or any other important information you may need every time you use this Filter Group later.

5. Click Save.

To use a saved Filter Group:

1. Click the Filter Group button at the top of the Trips or Invoices page.

2. Click to select your saved filter from the list.

3. The saved filters will apply automatically.