Share filters with colleagues

1. Select Manage Settings
2. Select the value you want to filter on.
3. Click Apply

4. Click Set as Default

   When a colleague logs in after the filters are set as default, they will automatically see the data with the same filters applied. The users can still choose to change the filters to impact the data they themselves see. If they want to remove their own filters they can click Revert to default settings.

It is important that you are aware of filters applied to the data you are looking at. There are three possible filter states:

• Default – an Admin user has defined filters for the event and shared them to be used as ‘default’
• Custom – you have applied filters that are different to what an Admin has set as default. Note that this also applies if you remove all filters (and an Admin has used something in the default filters).
• None – there are no filters applied, either by yourself or an Admin

You can also choose to only view registration or visit information between certain dates. At the top of each screen where this is possible, you can see the date filter selection boxes;

Note that any date filters you, or an Admin, set are not accounted for in filter warnings.