--- title: "Create and Manage Saved Filters" url: "https://help.outdoo.ai/en/article/create-and-manage-saved-filters" language: "en" last_updated: "2026-11-12T07:19:13.854Z" --- # Create and Manage Saved Filters A saved filter keeps a set of filters under a name so you can apply it again in one click. You can also set up email or Slack alerts for a saved filter. This article covers saved filters on **Real Calls > History**. ## Find the filter controls Go to **Real Calls > History**. The filter panel on the left has these controls at the top: - **Saved Filters** opens the list of saved filters. Use it to apply, switch or manage them. - **More Filters** opens a drawer where you can add more filters to narrow the call list. - **Reset** appears once you have changed the filters. It sets all filters back to their defaults. ![Real Calls History page with the filter panel and the Saved Filters button](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/6af52492841aad79445ec765_nov11-real-calls-history-filters.avif) ![More Filters drawer on Real Calls History with the field list and Selected Filters](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/6af524821eb33a26d23476c6_nov11-more-filters-drawer.avif) ## Create a saved filter - Set up the filters you want in the filter panel. - Click **Create Filter** at the bottom of the panel. The button only appears while you have filters applied and no saved filter is applied. - In the **Create Filter** window, enter a **Filter Name**. This is required. - Add a **Description** if you want. It can describe what the filter shows. - Decide who can use it with **Private Filter**: - Off: other team members can see and use the filter. This is the default. - On: only you can use it. Other team members will not see it in the list of saved filters. - Turn on **Alerts** if you want notifications. See [Set up alerts](https://help.outdoo.ai/en/article/create-and-manage-saved-filters#set-up-alerts) below. - Click **Create Filter**. A confirmation message appears and the filter is added to your list. ## Set up alerts Turn on **Alerts** in the **Create Filter** or **Edit Filter** window, then choose how to send them: - **Slack** sends alerts to a Slack channel. - **Email** sends alerts to the email addresses you enter. You only see the options your admin has enabled. If neither is available, the window says "Email and Slack alerts are disabled" and asks you to contact an admin. If you choose Slack and it is not connected, the window tells you to connect Slack, or to ask a workspace admin if you are not one. Then turn on the schedules you want: - **Immediate Alerts** - **Daily Alerts** - **Weekly Alerts** For each schedule you turn on: - With **Email**, type an address and press Enter, comma or space to add it. You can add more than one. An invalid address shows an error. - With **Slack**, pick a channel from **Select a Slack channel...**. You can't save while a schedule is on but has no email address or Slack channel. ## Apply a saved filter - Click **Saved Filters**. - Switch between **Private** and **Public**. **Private** shows filters only you can use. **Public** shows filters shared with your team. - Use **Search saved filters...** to find a filter by name. - Click a filter to apply it. Its filters load into the filter panel and the call list updates. To stop using a saved filter, open **Saved Filters** and choose **No Saved Filter**. ![Saved Filters dropdown with Private and Public tabs and the Manage Filters link](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/6af5249be714cfe3c2b382af_nov11-saved-filters-dropdown.avif) If a list is empty, it says "No private filters yet" or "No public filters yet" and suggests you apply filters and save them to reuse later. ## Edit what a saved filter shows - Apply the saved filter. - Change the filters in the panel. - Click **Save Filter Changes** at the bottom of the panel. - In the **Edit Filter** window, check the name, description, privacy and alerts, then click **Save Changes**. The saved filter is updated with your current filters. It does not create a second filter. ## Manage your saved filters - Click **Saved Filters**, then **Manage Filters** at the bottom of the list. - In the **Manage Filters** window, switch between **Private** and **Public**. Each tab shows how many filters it holds. - Use **Search filters by name...** to find one. The table shows the **Filter Name** and who created it. It also shows whether **Alerts** and **Private Filter** are on for each filter, and whether alerts go to email or Slack. These are display only. To change them, edit the filter. ### Edit a filter Click a filter name, or hover over its row and click the pencil icon. The **Edit Filter** window opens with the current name, description, privacy and alerts. Make your changes and click **Save Changes**. ### Delete a filter - Hover over the row and click the trash icon. - In the **Delete Item** window, read "Delete this item? This can't be undone." - Click **Delete**, or **Cancel** to keep it. If a filter can't be deleted, an error message tells you to try again. ## Saved filters on performance pages The **Saved Filters** list also appears on a team member's Real Calls performance pages. Applying a filter there narrows the numbers to calls that match it, and a "Selected Filter" tag shows its name. Click the X on the tag to remove it. See [Read Real Calls Performance for a Team Member](https://help.outdoo.ai/en/article/read-real-calls-performance-for-a-team-member). Hope this article was helpful. For any queries, please write to support@outdoo.ai ## Related articles - [Intro to Conversations](https://help.outdoo.ai/en/article/intro-to-conversations) - [Introduction to Search](https://help.outdoo.ai/en/article/introduction-to-search) - [Read Real Calls Performance for a Team Member](https://help.outdoo.ai/en/article/read-real-calls-performance-for-a-team-member)