Presets
The Presets feature in the Analysis Tools tab lets you save and reuse filter combinations that match your lab’s workflows and Standard Operational Procedures (SOPs). Instead of setting filters from scratch each time, you can apply a Preset to instantly narrow down variants according to predefined rules. Presets can be created from active filters or gene lists1, and managed at the organization level for consistency across all users.
Creating Presets from active filters
To save Presets from active filters:
Open the Filters panel and navigate to the Filters tab
Apply the filters you want
Click on the three-dot icon
Select Save as preset
Enter a name for the Preset (Note: Avoid using non-Latin symbols that don't follow the ISO-5589-1 standard)
Click Save
Creating Presets from gene lists
In Presets, scroll to Gene Lists
Select the gene lists you want to utilize as filter presets by marking the relevant checkboxes. You can also search by list name.
Click Save
Presets originating from gene lists will appear in Presets under Gene Lists.
Reviewing Preset logic
Click the arrow next to a Preset name to review its logic directly in your analysis flow
Custom Presets
When you apply a Preset, you can refine it further by running a search on top of the filtered results. This creates a real-time sub-filter without changing the original Preset.
Example: If your Preset is based on a gene list with multiple genes and returns many variants, you can search for a single gene within that list. The results will then display only variants from that specific gene.
If this refined view is useful for future cases, you can save it as a Custom Preset.
Marking a Preset as Reviewed
When you have completed reviewing all variants within a Preset, you can mark it as Reviewed. This feature makes it clear which Presets have already been addressed in a case, helping teams avoid re-checking the same variants.
Once marked, the Preset will display a visual indicator in the Presets panel. You can still reopen and apply the Preset at any time if you need to revisit it.
Tips:
Use Viewed/Unviewed filters in Presets to avoid re-checking the same variants.
Use marking a preset as reviewed feature in collaborative workflows so team members know which Presets have already been covered. If your SOP requires multiple reviewers, the Preset can be revisited even after being marked as reviewed.
Combine search and filters: A search applied within a Preset intersects results in real time (e.g., narrow a multi-gene preset to a single gene).
Use Search Intersect to quickly narrow large gene lists without editing the original Preset.
Save refined results as Custom Presets to reuse them in similar cases.
Combine multiple searches for stepwise filtering when reviewing complex datasets.
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