While Manage Elements views control how your data is displayed, filtering controls which elements you see. Combined, they allow you to quickly switch perspectives, save time, and work more efficiently across large data sets.
Understanding Views vs. Filters
Before diving in, it’s helpful to understand the difference between views and filters:
Views determine the layout and visualization of your elements (List, Kanban, Gantt, Explorer, etc.).
Filters determine which elements appear in that view based on specific criteria.
Views and filters work together. You can apply filters in one view, then switch to another view while keeping those filters applied.
Using Views in Manage Elements
ClearPoint provides multiple views for working with elements, including:
List View
Kanban View
Series Data View (when applicable)
Dashboard View (when charts are available)
Explorer View
Gantt View (Initiatives and Milestones only)
You can switch between views using the View dropdown in the top-right corner of any Manage Elements page. Your filters, search terms, and selections remain intact as you switch views.
📎 For an overview of each view and when to use them, see:
Using Manage Elements Views
Applying Filters in Manage Elements
Filters allow you to narrow down large lists of elements so you can focus on exactly what matters.
You can filter elements by:
Owner
Status
Scorecard
Dates
Custom fields
And many other fields available for the element type
How to Add a Filter
Navigate to Elements from the left-hand navigation.
Select an element type (for example, Measures).
In the toolbar, click View Filter.
Click Add Filter Group.
Choose:
A Field (e.g., Status).
A Comparison (Equals, Not Equals, Contains, etc.).
A Value (e.g., Below Plan).
Click Save.
💡 The list updates instantly to show only matching elements.
Using Filter Groups (AND / OR Logic)
ClearPoint Next supports advanced filtering using filter groups. This allows you to combine multiple conditions using AND and OR logic.
AND Filters
Use AND logic when all conditions must be true.
Example: we are going to use the example from above and add another conditional filter.
Field = Owner
Owner = Is Me.
Add an AND Filter
Click Add Filter.
Choose:
A Field (e.g., Owner).
A Comparison (e.g., Is Me).
Click Save.
💡 Result: Only elements that meet both conditions appear.
OR Filters (Filter Groups)
Use OR logic when any condition can be true.
Example: Using the same example,
Status = Below Plan
OR Status = Caution
Result: Elements that meet either condition appear.
How to Create a Filter Group
Click Add Filter Group.
Choose:
A Field (Status).
A Comparison (Equals).
Value (Caution).
Click Save.
💡 Filter groups are especially useful for dashboards, workflows, and review sessions where you want to see multiple scenarios at once.
Switching Views While Filtering
One of the most powerful features in ClearPoint Next is that filters persist across views.
For example, you can:
Filter Initiatives owned by the current user
View them in List View to edit fields
Switch to Kanban View to manage workflow
Switch to Gantt View to adjust timelines
All without reapplying filters.
This makes it easy to analyze the same subset of elements from multiple perspectives.
Saving and Reusing Filtered Views
Once you’ve applied filters and configured your columns, you can save that configuration for reuse.
Saved configurations allow you to:
Return to the same filtered view later
Quickly switch between different working contexts
Reduce repetitive setup work
Saved filters are especially useful for:
Monthly reporting cycles
Role-based reviews (e.g., “My Initiatives”)
Executive or team-specific views
Steps to save a view
Once you are content with your configuration
Enter a name under View Name (e.g., Conditional View).
Click Clone View.
Click Save.
When to Use Views and Filtering vs. Other Tools
Views and filtering are ideal when you want to:
Focus on a specific subset of elements
Analyze data from multiple perspectives
Prepare for reviews or meetings
Reduce clutter in large accounts
For bulk changes, you may also consider:
Inline editing for small updates
Bulk actions using checkboxes
Import/Export for large-scale offline edits
📎 Related article:
Using Import/Export for Bulk Updates