Every organisation looks at relationship data differently.
Some teams want to focus on a specific market. Others regularly review strategic accounts, particular business units or key client segments.
Rather than rebuilding the same filters every time you visit your dashboard, you can now save them for future use.
Personalise your view
Create, name and save your most frequently used filter combinations so they're always just a click away.
Whether you're reviewing a region, client portfolio, service line or leadership group, saved filters help you return to the data that's most relevant to you without repeating the same setup each time.
Spend less time filtering
Saved Filters are designed to make regular reporting faster and more consistent.
By reducing repetitive setup, you can move quickly from finding your data to understanding it—giving every user a personalised view that supports the way they work.