Saving a Filter for Your Resident List

If you often apply the same filters to your resident list, save them so that they are quick and easy to apply in the future.

If you find yourself using the same search criteria in the resident filter to create lists of residents on Welbi, you may want to save that filter so you don't have to set it up every time. To do this: 

1. Set up the criteria for your filter as usual, and click the "Save Filter" button in the bottom right corner of the Filter Residents panel.
2. In the pop-up that appears, enter a name for the filter so that it is easy to locate (or keep the default name suggested by Welbi). Click the blue "Save" button in the bottom right of the pop-up when you're happy with the filter name.

Now that your filter is saved, simply click the "View Saved Filters" button in the top right of the Filter Residents panel when you'd like to use it again. Select it from the pop-up that appears and click "Apply." Your resident list will be filtered based on the criteria in your saved filter.