You can quickly and easily filter requests at your company from the Requests app by using the built-in views and available filters.
Default views for requests
Depending on employees' roles, the Requests app provides the following default views:
All employees can use the My requests default view to select only the requests they've submitted.
In addition to My requests, Team managers can access the default My team requests default view to select the requests submitted by their teams.
In addition to My requests, Payhawk accountants and administrators can use the Company requests default view and monitor all employee requests.
Saving filtered views
To save your view and persist the applied filters after you have filtered the requests as required:
In the Requests app, click on the Save view button.
In the dialog that opens, enter a name for your view.
Click on Save.
Accessing saved filtered request views
To access the saved filtered request views, click on the drop-down menu with the requests in the Requests app.
Managing saved filtered request views
To edit an existing filtered request view:
Go to the Requests app.
Click on the drop-down menu with the requests and select Manage views.
To edit a view, in the Manage views dialog that opens, click the Edit icon.
Update the view's name and click on Save.
Click on Close.
To delete an existing filtered request view:
In the Manage views dialog that opens, click the Trash icon.
Click on Close.