Table of Contents

Filtering: Overview

Jennifer Trower Updated by Jennifer Trower

Read Time: 4 mins

Open Sonar Cast

In Sonar, many tables include filters to help you quickly find the information you need. Each table has filter options specific to the data it displays.

Using Filters

Use filters by typing in the search bar or selecting the filter icon for more options. Each filter you apply narrows the list of items shown.

  1. Use the Search Bar to quickly search by term or choose a filter. Press Enter to start the search unless you are using a filter preset or saved filter.
    The Filter by: options will change depending on the table which you are filtering within your instance.

  2. Select the Filter button to open the filter editor. From there, you can choose a preset filter and narrow the items shown.
  3. Applied Filters shows how many filters are active in your current view. Hover over the number to see which filters are in use, or select the X to clear them.
  4. Use the Save button to save your filter options as either a public or private saved filter.
    View all public saved filters by going to Settings → Public Saved Filters. For more details, see the Public Saved Filters section below.

  5. Use the Sorter to choose how your filtered results are organized.

Using the Filters Menu

Sonar provides a simplified view of available filters. Select the Choose Filter drop-down to open the filters menu and view your options.

  1. The Saved Filters section shows all public and private saved filters. If you have permission, you can edit all saved filters. Without permission, you can only edit your private saved filters.
  2. The Filters section lists commonly used filters. These options may change by table to show the most relevant filters for that data.
  3. Select Browse More Filters to open additional advanced filter options and further narrow your results.

Saving Filters

After selecting your filters, click Save to save them.

A pop-up window will open with options for saving your selections.

  1. Name: Enter a name for the saved filter. This field is required.
  2. Confirm Filter: Review the filters you selected. You can also edit them in this pop-up window.
  3. Delete: Select Delete to remove a filter row from your selections.
  4. +And: Select +And to add another filter. Results must match both filter rows to appear.
  5. +Or: Select +Or to add another filter. Results can match either filter row to appear.
  6. Make available to other users: Select this checkbox to make the saved filter public.
  7. Include sorting in this Saved Filter: Select this checkbox to save your current sorting option with the filter.

After completing the required fields and selecting any optional checkboxes, click Create to save the filter.

When viewing a saved filter, its name appears in the filter menu bar to the right of the Update button.

Permissions

Most saved filter features are available without additional permissions. However, users need permission to create, edit, or delete public saved filters.

All users can create private saved filters and edit their own filters.

If your user roles need to be adjusted to account for the permissions required to use the Filtering feature, navigate to Settings > Roles.

If you're a Super Admin, you already have full access, and no changes are needed. To learn more, see the Roles and Permissions article.

Public Saved Filters

To view all public filters in your instance, go to Settings → Public Saved Filters. This page shows each filter name and the page it is tied to.

If the Update a public saved filter permission is enabled, you can rename any public saved filter by selecting Edit. Any other changes must be made from the page the filter is tied to, shown in the second column.

If the Delete a public saved filter permission is enabled, you can remove a public saved filter by selecting Delete. Users actively using that filter will keep the same filter and sorting selections until they clear their filters or log out.

When viewing saved filters, look for the Public icon to identify public saved filters. Filters without this icon are your private saved filters.

Updating a Saved Filter

Only users with the required permissions can update public saved filters.

To update an existing saved filter, select the saved filter, adjust the filters and/or sorting, and then click Update.

In the pop-up window, you can rename the filter and review your changes before saving.

You can also edit a saved filter from the Filter menu. Select the Edit button next to the saved filter you want to update.

This opens the pop-up window where you can make and save your changes.

Saving as a New Filter

After selecting your filters, click the drop-down arrow next to Update to save them.

The Create Saved Filter pop-up window will open. From there, you can name the saved filter, adjust filter selections, make it public, and include your sorting preference if needed.

After selecting your options, click Create.

Deleting a Saved Filter

To delete a saved filter, open the Filter menu and select the Delete button next to the saved filter you want to remove.

A confirmation window will open. Click Delete to confirm that you want to remove the selected saved filter.

How did we do?

Dynamic Time Zones in Sonar

Frequently Used Terms

Contact