Rebuilding the same report filters every session is slow — especially when you compare the same teams, channels, or tags week after week. Saved filters let you save any filter combination as a named preset and apply it to any custom report or the Fin Performance dashboard in one click, shared across your whole workspace. On the Fin Performance dashboard, saved filters are available whether you use Fin in Intercom or Fin for platforms.
Note: You'll need the "Can access Reports" permission to view or use saved filters.
Save a filter
You can save your current filter selection directly from the filter bar of any custom report or the Fin Performance dashboard.
Open a custom report or the Fin Performance dashboard and apply the filters you want to save.
Click the Saved filters bookmark icon in the filter bar, next to + Add filter.
Click Save current filters. (This is unavailable until at least one filter is applied, and shows "Add a filter first".)
In the "Save these filters" form, enter a Name for the filter combination. The chips under "Filters included" are read-only and show exactly which filters are being saved.
Click Save. The new saved filter appears at the top of the list.
Note: The report's date range is never captured. Saved filters hold only the attribute filters, so applying one never overwrites the time period you've selected.
Apply a saved filter
You can apply a saved filter to any custom report or the Fin Performance dashboard in one click.
Open any custom report or the Fin Performance dashboard.
Click the Saved filters bookmark icon in the filter bar.
Click any saved filter in the list to apply it. To find one quickly, type in the "Search saved filters" box at the top of the list.
On a custom report, applying a saved filter replaces the report's current filters wholesale — it doesn't merge with or append to what's already there. The report's date range is left unchanged.
Note: Applying a saved filter to a custom report is in-memory only. If you reload the page, the report reverts to its own saved filters. To make filters persist on a specific report, apply them in edit mode and save the report.
What happens when you apply a saved filter on the Fin Performance dashboard?
When you apply a saved filter on the Fin Performance dashboard, its filters are added to the filters already on the report instead of replacing them. The selected date range stays as it is. The saved filter combines with the report's current filters in these ways:
No filters applied yet: The saved filter is applied as it is.
Filter already applied: A filter that's already on the report isn't added twice.
Single-value filter: If a filter only takes one value at a time and the report already has it, the saved filter's value replaces the current one.
Different match rules: If the report's filters and the saved filter use different match rules (all vs any), the saved filter replaces the current filters instead of combining with them. This stops either set of filters from silently changing meaning.
Note: The Fin Performance dashboard remembers the last filters you applied, including ones from a saved filter, and restores them next time you visit. This is stored in your browser only, so it isn't shared with your team, and a different browser or device starts with no filters. To give your team the same view, share a saved filter instead.
Manage saved filters
To view and manage all saved filters for your workspace, open the saved filters page in one of these ways:
Click the Saved filters bookmark icon in the filter bar of a custom report or the Fin Performance dashboard, then click Manage saved filters.
Go to Reports > Saved filters.
Note: If you use Fin for platforms, open the saved filters page from Manage saved filters in the Saved filters dropdown on the Fin Performance dashboard.
The manage page shows every saved filter in the workspace with the following columns:
Column | Description |
Name | The name given to the saved filter. |
Filters | A plain-language summary of the filter chips included. |
Scope | The level the saved filter applies at. Every saved filter shows "REPORT LEVEL", because saved filters apply to a whole report, not individual charts. This column doesn't show which report the filter was saved on. |
Last used | When the filter was last applied by anyone in the workspace (not just you). |
Actions | Edit (rename and change filters) or Delete (with confirmation). |
To create a new saved filter from scratch — without starting from a report's current filter bar — click New saved filter. This opens the same filter picker used in reports, so anything you can filter a report by can be saved.
Visibility and permissions
Saved filters are shared across the whole workspace. Any teammate with reporting access can view, apply, edit, rename, and delete any saved filter.
Teammates without reporting access ("Can access Reports" permission) won't see the Saved filters nav item or manage page.
Last used reflects the last time anyone in the workspace applied the filter — not just you.
Saved filter names must be unique. If a name already exists, you'll see: "A saved filter with this name already exists."
The same set of filters can't be saved twice. If those filters are already saved, you'll see "These filters are already saved as …" with the name of the existing saved filter. Apply that saved filter instead.
Note: The delete confirmation states: "Deleting this saved filter will remove it for everyone in your workspace." Deletion is permanent — there's no restore.
Limitations
No inbox filter. There's no inbox reporting attribute available, so an inbox-scoped saved filter isn't possible yet.
Applied filters don't survive a page refresh. Applying is in-memory only. Refreshing the page restores the report's own saved filters, discarding the applied saved filter. On the Fin Performance dashboard, your last applied filters are restored next time you visit, but only in the same browser.
Incompatible attributes fail silently. If a saved filter attribute isn't supported by the target report's dataset, the chip is accepted but charts fall to a "This chart has no data" empty state. No error or warning is shown.
Saved filters are report-level only. Per-chart (metric-level) saved filters aren't supported yet.
Scheduled and exported reports don't use saved filters. Scheduled deliveries and exports carry the report's own filters, not any applied saved filter.
Different match rules replace your filters on the Fin Performance dashboard. If a saved filter and the report's current filters use different match rules (all vs any), the saved filter replaces the current filters instead of combining with them. To combine them, make sure both use the same match rule before you apply the saved filter.
The dropdown doesn't show which saved filter is applied. To check what's applied, look at the filter chips in the report's filter bar.
The saved filters page doesn't show which report a filter was saved on. The "Scope" column shows "REPORT LEVEL" for every saved filter. To keep track, include the report or use case in the saved filter's name.
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