--- title: Saved Filter Groups description: Save time in Navix by creating saved filter groups for invoice audit and other queues. 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[Additional Features](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#additional-features) # Saved Filter Groups ## (Click topic below to navigate to that section) ### **[Overview](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_overview)** [**What is a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_define)[**Features that have Saved Filter Groups**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_features)[**Create a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_create)[**Apply a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_apply)[**Edit a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_edit)[**Clone a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_clone)[**Delete a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_delete)[**Reorder a Saved Filter Group**](https://hs.navix.io/customer-support-center/new-feature-release-saved-filter-groups#filtergroup_reorder) ### **Overview** Saved Filter Groups allow you quickly reapply frequently used filter combinations in Navix queues. This helps reduce repetitive setup work and makes it easier to focus on the records you’re responsible for. Saved Filter Groups help you eliminate repetitive filter setup, quickly understand your workload, maintain a consistent workspace, and switch between multiple filtered views.   Saved Filter Groups are **specific to you and your tenant** and persist across sessions, so you don’t need to rebuild the same filters every time you log in. - Each queue maintains its **own set of Filter Groups**. - Only **one Filter Group can be applied at a time per queue**. - The **Documents** inbox has a Quick-Filter experience that does not support or necessitate Saved Filter Groups. - There is no limit to the number of Saved Filters you can have per queue. - There is no limit to the number of filter criteria you can select on a given Saved Filter. --- ### **What is a Saved Filter Group?** ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-05-45-47-7807-PM.png?width=670&height=247&name=image-png-Jan-26-2026-05-45-47-7807-PM.png) A **Saved Filter Group** is a named set of filters that you create and save for a specific queue in Navix. Each Filter Group can include multiple filters, such as: - Customer - Vendor - Division - Status or other queue-specific filters 🗣️ Once saved, a Filter Group can be applied with a single click from the left navigation panel. --- ### **Features that have Saved Filter Groups** Saved Filter Groups can be created and used in queues that support filtering, including: - Invoice Audit - Unmatched - Duplicates - Customer Billing - Disputes **🗣️ Note:** Saved Filter Groups are created **per queue**. Filters saved in one queue do not apply to other queues. --- ### **Create a Saved Filter Group** To create a Saved Filter Group: 1. Navigate to a supported queue (for example, the **Audit** queue). 2. Open the **Filters** menu. 3. Apply all filters you want included in the Filter Group and Apply 4. Select **Save Filter Group**. ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-05-38-02-7159-PM.png?width=670&height=120&name=image-png-Jan-26-2026-05-38-02-7159-PM.png) 1. Enter a **name** for the Filter Group. 2. (Optional) Add a description to clarify how the filter is used. 3. Save the Filter Group ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-05-41-39-4276-PM.png?width=454&height=436&name=image-png-Jan-26-2026-05-41-39-4276-PM.png) Once saved, the Filter Group will appear in the **left navigation panel** under the current queue. --- ### **Apply a Saved Filter Group** To apply a Saved Filter Group, simply click to expand the queue you want to filter and select your saved filter group!  ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-05-46-47-3238-PM.png?width=214&height=641&name=image-png-Jan-26-2026-05-46-47-3238-PM.png) The saved filters will immediately be applied to the grid. > 🗣️Only **one Saved Filter Group can be active at a time per queue**. --- ### **Edit a Saved Filter Group** You can update the name or description of a Saved Filter Group at any time.  ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-05-47-13-8817-PM.png?width=351&height=281&name=image-png-Jan-26-2026-05-47-13-8817-PM.png) To edit a Filter Group: 1. Locate the Filter Group in the left navigation panel. 2. Select the **three-dot menu** next to the Filter Group name. 3. Choose **Edit Filter Group**. 4. Update the name and/or description. 5. Save your changes. 🗣️ NOTE: **To change the actual filter criteria** , update the filters using the main Filters panel in the queue view. To Edit the filters of an existing Filter Group, you will need to Save it as a NEW Group, and Delete the old Filter Group. 💻 **(1/26/2026) The ability to edit a Group's filters directly will be available in an upcoming release.** --- ### **Clone a Saved Filter Group** If you want to create a similar Filter Group without starting from scratch, you can clone an existing one. To clone a Saved Filter Group: - Open an existing Filter Group - Modify one or more filters - Save it as a new Filter Group This is helpful when managing similar workflows (for example, different customers or divisions). --- ### **Delete a Saved Filter Group** To delete a Saved Filter Group: 1. Select the **three-dot menu** next to the Filter Group. 2. Choose **Delete Filter Group**. 3. Confirm the deletion when prompted. ![](https://hs.navix.io/hs-fs/hubfs/image-png-Jan-26-2026-06-21-51-7573-PM.png?width=353&height=284&name=image-png-Jan-26-2026-06-21-51-7573-PM.png) This two-step confirmation helps prevent accidental deletion. --- ### **Reorder Saved Filter Groups** You can control the order your Saved Filter Groups appear in the left navigation panel. To reorder Filter Groups: 1. Open the **three-dot menu** next to a Filter Group. 2. Select **Move Up** or **Move Down**. This allows you to keep your most frequently used Filter Groups at the top. --- ### 🙋 Need Help? **[Submit a ticket](https://hs.navix.io/customer-support-center/kb-tickets/new?hsLang=en)** through the Navix Support Center. - [Navix User Guide](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#main-content) - [Access & Support](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#access-support) - [Pre-Audit](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#pre-audit) - [Audit](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#audit) - [Analysis](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#analysis) - [Tenant Admin](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#tenant-admin) - [Tenant Configuration](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#tenant-configuration) - [Additional Features](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#additional-features) - [Product Release Notes](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#main-content) - [2025 Release Notes](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#2025-release-notes) - [January 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#january-2026) - [February 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#february-2026) - [March 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#march-2026) - [April 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#april-2026) - [May 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#may-2026) - [June 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#june-2026) - [July 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#july-2026) - [August 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#august-2026) - [September 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#september-2026) - [API and Webhooks](https://hs.navix.io/customer-support-center/api-and-webhooks?hsLang=en) - [Integrations](https://hs.navix.io/customer-support-center/integrations?hsLang=en) - [Help and FAQ](https://hs.navix.io/customer-support-center/help-and-faq?hsLang=en) [![Chill listening crop-3](https://hs.navix.io/hs-fs/hubfs/Navix%20Logo%20-%20Purple.png?width=171&height=50&name=Navix%20Logo%20-%20Purple.png "Chill listening crop-3")](http://www.navix.io) Navix Help Center Copyright © 2026, Navix