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How to Use Saved Filters in IronSight?

Saved filters are an excellent tool for preserving frequently used views, helping to streamline your workflow and save time.

To Create New Saved Filters

  1. Log in

    • Sign in to IronSight with your email and password.

  2. Go to the Dispatch Hub

    • After login you’ll land in the Dispatch Hub.

  3. Open the Jobs page

    • Click "Jobs" to view the full jobs list.

  4. Add filters

    • In the toolbar, click the box that says “Look for”.

    • Choose the field you want to filter by (Job status, Resource type, Tags, etc.).

    • You can layer multiple filters on top of each other.

      • Example A: Job status = Pending approval AND Resource type = Combo unit.

      • Example B: Job status = Approved AND Tags → Does not include → Invoiced.

  5. Save filters

    • Once filters are set, click the Save filters icon (right next to the “Look for” filter picker).

    • Enter a name for the filter.

    • Click Save.

  6. Reuse saved filters

    • The next time you open the Jobs page, all your saved filters will appear as tabs across the top.

    • Click the name of a saved filter to instantly load it.