After filtering a timesheet, you can save the filter options as a list so that you can reapply it to the timesheet whenever you need to. Lists are static and users added to a list are persisted every time you select the list in the Favorites drop-down list. For example, if you create a list based on a filter that includes all of the users assigned the Manager job, the list won't automatically update to include users that are assigned the Manager job at a later date.
Note: When you save a favorite, the selected sorting options are also saved.
To save a favorite list:
- Go to Timesheets.
- Click Filter and configure the filter settings.
- In the toolstrip, click Favorites > Add New List.
- In the Add New List dialog box, enter a name for the list.
- Click Save.
After you save a list as a favorite, it’s shown in the Favorites drop-down list. You can apply the list by selecting it in the drop-down list. The Favorites button changes color and shows the name of the applied list:
To edit a favorite list, click Favorites > Manage Lists. In the Manage Lists dialog box you can:
- Rename lists.
- Delete lists.
- Add or remove employees from lists.