How Do I Create Saved Filters for Sessions?
Last updated: September 2, 2026
The Sessions page can show a large number of Sessions depending on your role and direct report headcount.
Saved Filters let you set up a specific combination of criteria once and return to that exact view any time, without rebuilding it from scratch.
This article outlines how you can create a Saved Filter in just a few clicks.
Required permissions:
No permission is required to created a Saved Filter.
Create a Saved Coaching Filter
Go to Coach --> Sessions.
Click the filter icon in the upper right of the page. The Filters panel opens on the Filter View tab.
With the Filter panel open, set the criteria you want using any combination of filters.
The different filter options are explained in detail in the sections below.
Optional: To clear your current filter criteria without saving, click Clear at the top of the panel.
Click + New Saved Filter at the top of the panel to name and save your selections.
After you save your filter it will appear under the Saved tab of the Filters panel for quick access any time.
Optional: You can set up a scheduled coaching report email that will save the results of your coaching filter to you on a recurring schedule. You must have the Workflows: Create or Workflows: All Access permission to set up this workflow type. The article below outlines how to set up this workflow type.
Note:
The Scheduled status filter only shows upcoming one-off Sessions.
Recurring Sessions and Sessions generated by a Program will not appear as Scheduled if their Open Date has not yet passed. Sessions will appear with a status of Due once their Open Dates have passed.