Clone Personal Dashboard Filters

Cloning a filter means you can make a copy of an existing filter, modify it, and save it with a new name. This allows you to retain the existing filter and while using its basic format to create a new one.

1. On the main toolbar, click Personal Dashboard.

2. On the main toolbar, click the Filters icon.
   The Personal Dashboard Filter Manager window appears.

3. Select the filter you want to clone from the grid.

4. Right-click the filter, and then select Clone.
   The Filter Properties window appears.

5. Give the cloned copy a new name and description.

6. Make the modifications you want on all tabs to complete the filter configuration.

7. Click OK

8. Confirm the new filter is selected.

9. Click OK.

10. You are prompted for when to apply the filter.

    • To apply the filter to the currently retrieved data, click Yes.

    • To apply the filter after the next screen refresh, click No.