Saved Filters and Presets
Overview
Saved filters and presets let users reuse common Activity Log filter combinations.
What this feature does
They store filter selections so repeated investigations can be reopened faster.
Why it is useful
- It speeds up recurring reviews.
- It helps teams use consistent investigation views.
- It reduces manual filter setup for common audit tasks.
Who should read this?
RISE Admin, Security Officer, Finance Manager.
Where to find it
Rise Audit Pro → Activity Log → Presets.
How to use it
- Apply the filters you want.
- Save the filter preset.
- Give it a clear name.
- Use the preset later when reviewing the same type of activity.
- Delete outdated presets when they are no longer useful.
Example workflow
A finance manager saves a preset for invoice and payment changes so they can review finance-related activity every week.
Screenshot
Screenshot required
Capture from: Rise Audit Pro → Activity Log → Presets
Capture from: Rise Audit Pro → Activity Log → Presets
Common mistakes
- Using unclear preset names.
- Keeping old presets that no longer match the team’s workflow.
- Assuming presets change permissions. They only store filter preferences.
Related articles
- Activity Log Filters
- Exporting Activity Logs
- Finance Audit Trail Overview
