# Working with Filters

## Introduction <a href="#introduction" id="introduction"></a>

Filters allow users to drill down and find the specific identities and entitlements they are looking for. From there, they can perform various operations like downloading the data as a .PDF or .CSV file and creating an access review based on these filters.

Filters are available with every data table on the application. Each table has it's own set of filters associated with the data being displayed and varies from table to table. Each filter field is intuitive and can be used together to perform actions and explore data productively.&#x20;

{% embed url="<https://vimeo.com/1009675418?share=copy#t=0>" %}

## Saving Filters <a href="#h_01hpej6v8hgarbq5jz7amx3kvh" id="h_01hpej6v8hgarbq5jz7amx3kvh"></a>

A user can save a filter on a particular page. This provides the user with the flexibility of not having to add filters manually every time they come back to work on a page and need to filter out a part of the dataset.&#x20;

**Steps to save a filter:**

1. Open the *Filters* menu on any page in BalkanID.<br>

   <figure><img src="/files/TEApneEOIQvvJbUdfOuk" alt=""><figcaption></figcaption></figure>
2. Select the filter configuration you wish to save.\ <br>

   <figure><img src="/files/14xoZzlgrjwkWc6BiKRe" alt=""><figcaption></figcaption></figure>
3. Click the *Save filter* button at the bottom of the Filters menu.<br>

   <figure><img src="/files/0OjJxm7nhDwB6ucqXDlU" alt=""><figcaption></figcaption></figure>
4. Name and click *Save Filter* to save the filter configuration.<br>

   <figure><img src="/files/OPkoZNFwlpDIJAxEL9u9" alt=""><figcaption></figcaption></figure>

You can view the list of Saved Filters on your tenant by visiting the *Saved Filters* tab in your Global *Settings* page.

<figure><img src="/files/AuAd7wTVxV2nlmTERy6j" alt=""><figcaption></figcaption></figure>

## **Using Saved Filters**

Saved filters can be used anywhere the Filters menu is available.

To apply a saved filter:

1. Open the *Filters* menu.<br>

   <figure><img src="/files/K0Ohj3lHS3ONjvAsyl7o" alt=""><figcaption></figcaption></figure>
2. Open the *Saved Filters* drop down menu and select the Saved Filter you would like to apply.<br>

   <figure><img src="/files/Exn1E0ozDE7a7YtcYNdk" alt=""><figcaption></figcaption></figure>
3. Once Saved Filter is applied, filtered results are immediately visible on the page.

## **Editing a Saved Filter**

1. Go to the *Saved Filters* tab in your *Settings* page.
2. Click on the edit icon on the filter you want to edit.<br>

   <figure><img src="/files/feHCi71Fsk2uWzjjOSlW" alt=""><figcaption></figcaption></figure>
3. The filter page opens up. Make the required changes to your filter and click on the *Save Filter* button.<br>

   <figure><img src="/files/VHLH2Gz2XD8Ex2kMObkW" alt=""><figcaption></figcaption></figure>
4. A dialog box for entering the name of the filter will open. <br>

   <figure><img src="/files/fiO74ZC7KKO5Z9sLkHtg" alt=""><figcaption></figcaption></figure>
5. Enter the name of the filter or select from the drop-down box. Click on *Save filter* to save the changes.

## **Deleting a Saved Filter:**

1. Navigate to the *Saved filters* tab in the *Settings* page.
2. Click on the "*Delete"* icon on whichever filter you would like to delete.
3. You will get a dialog box to confirm. Click on "*Delete"* again to delete your Saved filter.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.balkan.id/getting-started/entitlement-discovery/working-with-filters.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.