Introduction

In this article, we wish to provide you with best practices to work with our Custom filters across Torii's App.
We want to show you lists of commonly used filters and saved views so you can auto-create these for yourself.

When referring to "filters" in Torii, we specifically talk about anywhere this filter icon/ability is available.

Suggested Filters to Save as Custom Views

Main Applications Page

All Apps with 10 or Less Users and Over $0 in Expenses

• Prerequisites: Expense data is in Torii
• Benefit: Cost-savings, SaaS Renewal Management
  Provides visibility into lesser used apps that your org is actively paying for.
• Related action: Create a workflow to notify Finance in order to identify opportunities for lowering SaaS-related costs.
• Customize for your org: Select the number of users and the amount that makes sense for your org.
  

All Apps in Closed State with 1 or More Users

• Prerequisites: "Closed" state set on relevant apps
• Benefit: Shadow IT, SaaS management
  Provides visibility into unsanctioned use of apps; should be used in a Workflow.
• Related action: Create a workflow to notify IT/InfoSec to combat the use of unsanctioned apps within your org.
• Customize for your org: Select the app state and number of users that make sense for your org.
  

All Apps Discovered within the Last 30 Days with Expenses Greater Than $0

• Prerequisites: Expense data is in Torii
• Benefit: Cost-optimization, SaaS management
  Provides Finance teams with a digestible report for apps new to your organization's SaaS stack that have a cost associated with them.
• Related actions: Review the report once a month to keep an eye on your organization's SaaS costs. Download the .csv file and create graphs to visually show the rise and dips of SaaS-related cost trends.
• Customize for your org: Select the number of days and the amount that makes sense for your org.
  

All Apps in Discovered State with No App Owner

• Benefit: SaaS Management
  Provides visibility into unowned apps for quick assignment.
• Related action: Review the report monthly to keep an eye on the organization's SaaS stack and assign owners all at once.
• Customize for your org: Select the app State that makes sense for your org.
  

All Apps Discovered within the Last 30 Days and Still in Discovered State

• Benefit: SaaS management
  Provides visibility into apps that have stalled in your org’s app approval process and should be moved into a more applicable State.
• Related action: Create a workflow to notify IT about apps that need to be moved into a different State according to the org’s approval process.
• Customize for your org: Select the number of days that makes sense for your org. You can also add a criterion of ‘Risk Level is High’ to assist InfoSec.
  

All Apps with Expenses Greater than 0 and Active Contract Value Equal to 0

• Prerequisites: Expense and contract data is in Torii
• Benefit: SaaS Management, SaaS Renewal Management
  Provides visibility into apps that are incurring expenses, but have no related contract in Torii.
• Related actions: Review the report once a month to keep an eye on your org’s SaaS costs and ensure each app has its associated contract uploaded.
• Customize for your org: Select the amount that makes sense for your org.
  

All Apps with Contract Value Equal to 0 and Active Contract Value Greater Than 0

• Prerequisites: Contract data is in Torii
• Benefit: SaaS Renewal Management
  Provides visibility into apps that have a noted contract value, but have no related contract in Torii.
• Related actions: Review the report once a month to keep an eye on your org’s SaaS costs and ensure each app has its associated contract uploaded.
• Customize for your org: Select the amount that makes sense for your org.
  

Renewals > Contracts Tab:

All Contracts with No Owner

• Prerequisites: Contract data is in Torii
• Benefit: SaaS Renewal Management, Provides visibility into potentially unmanaged contracts that could be auto-renewing with the same terms without considering actual usage in your org.
• Related action: Review the report once a month to keep an eye on the management of your org’s SaaS contracts and assign owners as needed.
  

All Contracts with No End Date

• Prerequisites: Contract data is in Torii
• Benefit: SaaS Renewal Management
  Provides Torii with the necessary data needed to display apps in the Renewal Calendar which shows a timeline of upcoming SaaS renewals.
• Related action: Review the report once a month to keep an eye on the renewals for each app’s contract and enter end dates as needed.
  

All Contracts Worth at Least $100,000

• Prerequisites: Contract data is in Torii
• Benefit: SaaS Renewal Management
  Identifies the most expensive SaaS subscriptions.
• Related action: Review the report once a quarter to ensure alignment between business or department goals and SaaS spending.
• Customize for your org: Select the amount that makes sense for your org.