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

  2. Select SEARCH CASES.

    image-20240325-141235.png

  3. A new browser window will open.

  4. Select SAVE FILTER TO FAVORITES.

    image-20240325-141354.png

  5. The Save To Favorites window will appear.

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

  7. Select from the Fill or Fill & Execute radio buttons.

  8. Enter a unique Filter Name.

  9. Select SAVE FILTER.

    image-20240325-142002.png
  10. Return to the previous window and confirm that the filter is now available in the Favorites Searches dropdown menu.

    image-20240325-141617.png

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