Saved Filters

Audience: Administrators

 

Overview

Users can filter records in and out of the Base Chart while navigating in Chart Mode and Custom Chart mode. Saved Filters are configured by Administrators in the Chart Settings: Filters & Highlights panel

Accessing the Filters Panel

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Navigate to the Filters & Highlights panel. 

Creating & Editing Saved Filters

Filters are defined and edited in the Filters Editor. To enter the Filters Editor:

• Click on the Create new filter button to add a new filter. The Filters Editor is displayed.
• Click on the  icon to edit an existing Filter or Highlight. The Filters/Highlights Editor is displayed.

The following functions are available:

Name	Set the name of your Filter
Rule Definition	Create the logic for your filter.
Fields	Add a field from the list of available Fields.
Value	Add a value directly from the data source. Highlight the field name (in the Field Definition editor) to enable the Add Value option.

Applying Saved Filters

1. Click on the Filter icon at the right corner of the page.

2. The Filters panel is displayed. Navigate to the Saved filters section. All the saved filters are displayed here. Click on the filter named Contractor. The below screenshot shows the two highlighted boxes are of contractors which are seen before we select the filter.

3. Once the Contractor filter  is checked , all the contractor positions are filtered out.

Note

Administrators can control which saved filters are accessible to end users via their access group.