> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/filtering-and-sorting-data.md).

# Filtering and Sorting Data

### Overview

Filters narrow a view to a relevant dataset. Sorting controls review order inside the dataset.

Filters and sorting are typically stored with the current view configuration.

{% hint style="info" %}
Screenshot placeholder: List View toolbar with Filter and Sort controls highlighted.
{% endhint %}

### Key Concepts

* **Filter**: rule that includes or excludes rows
* **Sort**: ordering rule for rows
* **Save View**: stored configuration for repeatable filtering and sorting

### How It’s Used

Use filters to build repeatable review lists. Use sorting to establish a stable review order.

### Benefits

* Cleaner daily review lists
* More consistent triage and reporting

### Setup Steps

#### Filter rows

Filters narrow the dataset shown in the view.

{% stepper %}
{% step %}

#### Open filters

Click **Filter** in the view toolbar.
{% endstep %}

{% step %}

#### Add a filter

Click **Add filter**.

Choose a field and a condition.
{% endstep %}

{% step %}

#### Combine filters

Add multiple filters for a tighter view.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Screenshot placeholder: filter builder showing 2–3 filters and the filtered table results.
{% endhint %}

{% hint style="info" %}
GIF placeholder: add a Status filter, then add an Assignee filter, then clear one filter.
{% endhint %}

{% hint style="success" %}
**Best practices**

* Start broad. Add one filter at a time.
* Prefer Save Views for repeatable lists.
* Name views by intent, such as `Team — Open items`.
* Use sorting to answer one question, such as: “What’s due next?”
* Keep shared views stable. Make variations as copies.
  {% endhint %}

#### Sort rows

Sorting changes row order.

It does not change the underlying data.

* Click a column header to sort ascending.
* Click again to sort descending.
* Use multi-column sorting, if enabled.

{% hint style="info" %}
Screenshot placeholder: column header showing sort indicator and the first few rows reordered.
{% endhint %}

#### Save the setup

Most configurations save filter and sort changes automatically.

When **Save as new view** appears, use it for variations.

Use [Save Views and Templates](/getting-started/save-views-and-templates.md) when shared standards are required.

Name the variation so it is obvious who it is for.

For example: `Me — Open items`, `Team — Weekly review`.

### Best Practices

* Add one filter at a time to validate results.
* Duplicate shared views before large changes.
* Keep shared view filters stable for reporting consistency.

### Summary

Filters and sorting define the dataset and review order for a view. Use a Save View to reuse the configuration.

Related:

* [Creating and Customizing List Views](/getting-started/creating-and-customizing-list-views.md)
* [Save Views and Templates](/getting-started/save-views-and-templates.md)


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