Custom views and filters
Tailor the risk register and action register to show exactly what you need. Filter by any field, reorder columns, save named views, and share them with your team.
How to apply filters
Open the filter panel, set your criteria, and apply. You can combine multiple filters with AND/OR logic for precise results.
1Open the filter panel
Click the Filter button in the toolbar above any data table.
2Select criteria
Choose a field (owner, category, status), an operator (equals, contains), and a value.
3Add more filters
Click Add Filter to combine multiple criteria. Use AND/OR logic for complex queries.
4Apply and save
Click Apply to filter the view. Save the filter as a named view for future use.
What you can customize
Filter by any field
Filter risks and measures by owner, category, status, date range, risk level, or any custom field you have defined.
Sort and group
Sort by multiple columns and group risks by category, owner, phase, or status to identify patterns quickly.
Reorder columns
Show or hide columns to create focused views. Drag and drop to reorder columns to match your workflow.
Export current view
Export exactly what you see on screen. Your filters and column selections apply to the exported data.
Saving and sharing views
Once you have a useful filter and column configuration, save it as a named view. You can switch between saved views instantly without reconfiguring each time.
Save custom views
Save your filter and column configurations as named views. Give each view a descriptive name so you can find it quickly later.
Share with team
Share your custom views with team members so everyone benefits from optimized configurations. Shared views appear in each member's view selector.
Common filter examples
These ready-made filter patterns cover the most common use cases. Recreate them in your own workspace as saved views.
Owner = [Your Name]Risk Rating >= HighDue Date < Today AND Status != CompleteOwner = EmptyReview Date = This MonthCategory = Schedule AND Rating = CriticalSee also
- Risk register — apply custom views to the risk register table
- Action register — apply custom views to the action register table