How To Create A "Custom Filter"

Video Tutorial

To create a "Custom Filter" follow these steps.

1. Navigate to global "Settings" button located at the horizontal top menu options.

2. Once in settings, navigate to the "Configuration" section located on the left vertical menu.

3. Select "Custom Filters".

4. Click the yellow "Add Filter" button located on the upper right corner.

5. Type a "Label" for your filter.

6. Select the data type your custom filter will filter on. Your options are "Design Data" & "Cost Data".

7. Configure your "Custom Filter" as desired. Press the "Create Filter" once done configuring your filter.

8. Once generated, your "Custom Filter" will appear in the filters list.

9. You have the option to "drag & drop" your "Custom Filter" into a preferred position.

Please note that when you "drag & drop" a custom filter into a certain position, this is the position in which it will appear throughout the application.

Published 9/15/2025.