Managing Search and Filter Rules

Search and Filter Rules File 

You can save your searches and filters as a file. A Search and Filter Rules File is used to persist Data Filters, Sorts Queries and Data Distribution entries for reuse. 

Open a Search and Filter Rules File

1. Click File, Open, Search and Filter Rules… . The application opens a dialog box to select a Search and Filter Rules file (*.cxf).
2. Select a Search and Filter Rules file and click Open.

* You can also open a Search and Filter Rules file by right-clicking anywhere in the Data Filters, Sorts or Data Distributions section and click the “Open Search and Filter Rules…” menu. 

Save a Search and Filter Rules File

1. Click File, Save, Search and Filter Rules… .
2. Enter a file name.
3. Click Save.
4. Your file is saved as a .cxf file.

* You can also save a Search and Filter Rules file by right-clicking anywhere in the Data Filters, Sorts or Data Distributions section and click the “Save Search and Filter Rules…” menu. 

Recent Search and Filter Rules File

If you’ve already opened a Search and Filter Rules file, it will be added to the recent files in order to be quickly accessible. To open a recently opened file…

1. Click File, Recent Search and Filter Rules, [File name]