Creating Filter Sets for the Request Grid

You can create reusable filter sets to help you narrow the list of requests that you see on the Home page. If you create a filter set on one status tab of the Home page, it is available on all the other tabs as well.

To create a filter set for a request list:

1. On a Requests status page, click above the grid.
2. Select Create new filter set.
3. Enter a name for the filter set.
4. Select options for each item you want to include in this filter set.

   Note: The options available for each filter are set up in CCH Axcess Administration Manager. You cannot add or edit these options in Client Collaboration.

5. Click Save.

Edit a filter set.

1. On a Requests status page, click above the grid.
2. Click next to the filter set you want to edit.
3. Make any needed revisions to the filter set.
4. Click Save.

Delete a filter set.

1. On a Requests status page, click above the grid.
2. Click next to the filter set you want to delete.
3. Click Yes.