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Using Savio's Saved Filters

We’ve made it really easy to slice and dice your feedback data so it’s easy to prioritize your feature requests. You can filter feature requests by any attribute that you’ve assigned to your feedback data. But we’ve also included a number of canned filters to make it even easier to look at your feedback in a useful way.

There are canned filters for the feedback inbox and for the feature request list. In this article, we’ll explain how to use them. We’ll cover:

Canned filters for the Feedback Inbox

The feedback inbox has two canned filters: “Untriaged” and “Snoozed”.

Untriaged

This filter lets you see only the pieces of feedback that have not been marked as triaged.

Tip: Use this to see which feedback you still need to process and assign to a feature request.

Snoozed

This filter lets you see the feedback that has been “Snoozed”.

Tip: Users typically snooze feedback when it’s not complete and they’re waiting for more information. You can use the list of all snoozed feedback to know which feature requests you need to get more information about.

Canned filters for feature requests

The feature request list has eight canned filters: “Active”, “Untriaged”, “Planned”, “In Progress”, “Shipped”, “High Pri / Low Effort”, “From Voters”, and “All”.

Active

This shows you feature requests that you are considering building or are currently building but that have not been shipped. A feature request will be shown in this filter when it has the status “Untriaged”, “Under Consideration”, “Planned”, or “In Progress”. This filter excludes feature requests that have the status “Shipped”, “Customer Notified”, or “Won’t Do”.

Tip: Use this filter to easily see your master list of features that you’re building or thinking about building.

Untriaged

The “Untriaged” filter shows all the feature requests that have been assigned the status “Untriaged”.

Tip: You can use this filter to find the feature requests that have been created recently. You’ll want to go through this list regularly and move features to “Planned” (if you’re going to do them and the schedule is known), “Under Consideration” (if you may build them some day), or “Won’t Do” (if you will never build them).

When planning what to build next, you should look at your list of Untriaged features to see if there’s anything worth building in your next development cycle.

Planned

This filter shows all the feature requests that have been assigned the status “Planned”.

Tip: Use this filter to find the feature requests that your dev team has committed to building, but that they have not yet started on.

In Progress

This filter shows all the feature requests that have been assigned the status “In Progress”.

Tip: You can use this filter to see the list of features to be updated on when you meet with your product team.

Shipped

This filter shows all the feature requests that have been assigned the status “Shipped”.

Tip: Use this list to get started on the marketing portion of newly completed feature requests. For example, you can use it to get the ball rolling on closing the customer feedback loop—letting your customers know when you’ve built a feature that they asked for.

High Pri / Low Effort

This filter shows all the feature requests that have their priority field set to “High” and their effort field set to “low”.

Tip: Use this filter in the planning stage. It can help you identify and prioritize the low-hanging fruit—the feature requests that are important and also easy to do.

From Voters

This filter shows all the feature requests that originated on the public voting board.

Tip: You can use this filter in a few ways:

You may want to check it occasionally to make sure that someone hasn’t suggested a feature on the public board that you already have in your private feedback vault. If you have a duplicate, you’ll want to merge the feature requests.
You might want to use this list to get a sense of what your users are asking for publicly.
You can use it to find any feature request spam from your public users that you should delete.

All

The “All” filter shows you all of the feature requests in your vault, regardless of status.

Create your own canned filters

You can also create your own canned filters. This gives you a quick way to get views you use regularly in your role. For example, you might save filters for:

Finding feature requests with certain statuses
Finding product and product areas without toggling
Finding recent feedback

And any other filter that’s relevant for the work you do.

Add a new saved filter

To add a new filter:

1. Create the filter you want to save. For example, you might choose to filter for features requested by customers on your Enterprise plan that provide an MRR of $500 or more.

2. Hover your mouse over the canned filters and click the “+” icon to save the view as a new filter.

3. Configure the filter settings. Create a name for the filter by typing in the “Name” field. Then select whether you want to share the filter with others:

Just Me: Select this option to save the filter only on your instance of Savio.
All Users: Select this option to save the filter to all the Savio users in your team. Note: Only users with Admin or Owner roles can select this option.

When you’re done, click “Save Filter”.

Now you’ll see the filter appear as a button with the other canned filters.

Customize the order of filters

To customize the order of filters:

1. Hover your mouse over the canned filters and click the gear icon.

2. Click the three horizontal bars beside the filter name, and drag to reposition.

You’ll notice that the order of the filters will have changed.

Hide a filter

You can also hide a filter. This is useful when someone on your team shares a filter that they created, but you’d rather not see it. To hide a filter:

1. Hover your mouse over the canned filters and click the gear icon.

2. Click on the filter you’d like to hide.

3. Select the “Hide Filter” checkbox and click “Save Filter”.

Now the filter will be hidden for you.

Delete a filter

To delete a filter you created:

1. Hover your mouse over the canned filters and click the gear icon.

2. Click on the filter you’d like to delete.

3. Click the “Delete Filter” icon.

Now the filter will be removed from your canned filter list.

Note: The “All” and “Active” filters cannot be deleted or hidden.

Power User Feature: Saving and Sharing Custom Filters

Savio's platform offers a powerful feature for managing customer feedback more efficiently: the ability to save and share custom filters. This feature is particularly useful for product managers and teams who regularly need to revisit specific customer segments or feedback types without going through the filtering process each time. Let's dive into how you can utilize this feature to streamline your workflow.

How to Save Custom Filters?

Accessing Feature Requests: Start by navigating to your list of feature requests within Savio.
Applying Filters: Use the filtering options to narrow down the feature requests based on specific customer attributes. For example, you might want to focus on requests from 'Enterprise' customers.
Saving Custom Filters: Once you've applied the desired filters, you have the option to save this specific view. For instance, after filtering for 'Enterprise' customers, you can save this as an 'Enterprise Feature Requests' filter.

Sharing Filters with Your Team

After creating a filter, you can decide whether to keep it private for personal use or to share it with the entire team.
If the filter is relevant for broader team use, such as in discussions with customer success, sales, or executive teams, you can make it visible to all team members.

saved filters

Shared filters will appear in the feature request section for all users on your team, regardless of their plan.

Last Updated: November 23 2022

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