---
title: "Saved Filter Views in the Form Log"
url: "https://help.ontraccr.com/en/article/saved-filter-views-in-the-form-log"
language: "en"
last_updated: "2025-06-06T21:55:41.514Z"
---

# Saved Filter Views in the Form Log

## 📘 **Saved Filter Views in the Master Form Log Overview**  
 

If you frequently use the same set of filters to analyze your form data, Ontraccr allows you to **save custom filter views** in the Master Form Log. These saved views can be applied with a single click, saving time and ensuring consistency in your reporting or review workflows.

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## 🎯 **Use Case Examples**

-   Quickly access forms submitted by your **service team** during the **last 30 days**
-   Reuse a view showing all **purchase orders from the purchase board**
-   Access forms related to a specific **client or project** without resetting filters each time

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## 🛠 **How to Create a Saved Filter View**

### Step 1: Open Filter Panel

-   Navigate to `Documents` → `Forms` → `Log`
-   Click the **Filter Icon** (top-right)

### Step 2: Choose Filter Criteria

Apply one or more filter fields. You can choose from:

-   Date Range (custom, this week, this quarter, etc.)
-   Users
-   Form templates
-   Form numbers
-   Customers/Clients
-   Projects
-   Boards
-   Statuses

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### Step 3: Click “Create and Apply”

-   Instead of just clicking `Apply`, click `**Create and Apply**`
-   A popup will appear asking you to **name the filter view**
    -   e.g., `"Service Forms - Last 30 Days"`
-   Click **Save**
-   Your filter is now applied AND saved for future use

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## 📂 **Accessing Saved Filter Views**

Next time you open the Filter panel:

-   Your saved view will appear on the **left side** of the panel
-   Click the view name to instantly apply that saved configuration

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## ✅ **Notes and Tips**

-   You can save multiple views for different teams, form types, or customers
-   Saved views **persist across sessions**, so you don't need to rebuild them later
-   All filter fields are optional—you can save minimal or complex views as needed
-   There’s no mention in the transcript of editing or deleting saved views, so that functionality is **not documented here**