Save Favorite Filters

If you have a combination of filters that you use often, you can save it as a favorite.

To save a set of filters as a favorite:

1. Configure the set of filters.
2. Click Favorites.
3. Click Save Favorite As.
4. In the Add New Favorite dialog box that opens, enter a name for the filter in the Name field.
5. Select the Load by Default checkbox if you want this to be your default filter.
6. Click Save.

To use a saved filter:

1. Click the Favorites drop-down list.
2. Select the name of the favorite.

Dayforce applies the filter and returns records based on it.

To update an existing favorite:

1. Select the filter set in the Favorites drop-down list.
2. Update the parameters and values.
3. Click Save Favorite As in the Favorites drop-down list. The Add New Favorite dialog box opens.
4. Select the name of the existing favorite.
5. Click Save.
6. In the Confirm Overwrite dialog box, click Overwrite to update the favorite.

Select Favorites > Manage Favorites to perform any of the following tasks:

• Delete a favorite.
• Set a favorite to be your default each time that you open the tab.
• Clear the default filter set.