Currently in a fund record there are filters on the tabs for Overview and Analysis. The filter options are the same, but the filters are independt of each other. Changing the filters on the Overview tab doesn't affect the filters on the Analysis, and vice versa. I was confused by this at first because I presumed that since the filters on each page were the same options that whatever filters I selected on one tab would automatically also change the filters on other tabs that I was viewing and this isn't the case.

I would like to see this updated for one of the following scenarios:

1) when changing filters on one tab that those filters carry across to all other tabs in the record with the same filtering options

2) A note is added to the filters explaining that the filters only apply to that single page/view.

Additionally, filter options have to be changed for every single fund record, if I want to see gifts committed on the analysis tab, I have to change that filter every time I visit a fund for the first time (once I've been to that fund's record it stays). It would be ideal if these filters carried across whatever record I view until I decide to change them again. THis is the way consituent record filters work, and most people assume that filters on other record types would behave in the same way and likely wouldn't double-check to see if their filters were correct before utilizing the information on those pages.

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Screenshot 2026...

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