Shared filters are accessible to any user on the system who has been given the correct permissions. These permissions are set via the Security Profile that has been assigned to a user's role.

For more information on shared filter permissions, refer to the security profiles section.

There are two ways to create a shared filter:

• Navigate to the Shared Folders section on the website and press the 'New' button. From this point follow the normal process of creating a filter.
• Share an existing filter by pressing the more icon (  ) next to the filter and selecting 'Share' from the menu.

When creating a shared filter from an existing personal filter, a new copy of the filter will be created without affecting the personal filter. A new name for the shared filter will have to be provided by the user.

Shared Filters & Reports

Shared filters can be applied to both personal and shared reports when running them directly on the website. When running reports via a schedule, a shared filter must be used as personal filters cannot.