What filters do, and why a view has a default

A data view starts with every row of its type — every case, every site, every task in the project. Filters decide which of those rows the table keeps. A view of open tasks, of this month's inspections, of Small sites only: each is the same table with a filter on it.

Filters appear in two places:

  • Apply Filters, the last step of the wizard, sets the view's default filter — the rows everyone sees when they open the view. It is part of the view's design, like its columns.

  • Manage Filters, on the view page, lets anyone reading the view narrow it further for themselves, and lets a manager change the default.

Leaving every control empty is a valid choice: the view then shows all rows. Filter when the reader should not have to scroll past rows that do not concern them.