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  1. Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.

  2. Select SAVE FILTER TO FAVORITES.

    image-20240325-135836.png

  3. The Save To Favorites window will appear.

  4. Place If applicable, place a checkmark in the Default checkbox.

  5. Select from the Populate Filters or Populate Filters and Search radio buttons.
    (info) Both options populate the filters, but the latter automatically runs the search.

  6. Enter a unique Filter Name.

  7. Select SAVE FILTER.

    image-20240325-140010.png

  8. Confirm that the filter is now available in the Favorites Searches dropdown menu.

    image-20240325-140109.png

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