Saving and Managing Filter Presets

Filter Presets allow you to save frequently used filter combinations for quick access. Instead of manually setting the same filters repeatedly, you can save them as a preset and apply with a single click.

What's Saved in a Preset

A preset stores:

Creating a Filter Preset

Applying a Saved Preset

Preset Organization

Presets are organized by:

Managing Presets

Edit a Preset

Delete a Preset

Team/Public Presets

When creating a preset:

Use Case Examples

| Preset Name | Filters Saved |

|-------------|---------------|

| "Priority Jobs" | Status: Priority |

| "Morning Deliveries" | Job Type: Delivery, Status: Assigned |

| "John's Week" | Driver: John, Date: Last 7 Days |

| "Overdue Report" | Status: Overdue, All Drivers |

| "Monthly Completions" | Status: Completed, Date: Month to Date |