Audience: Administrators
Overview
An Exclusive Import Filter excludes the records specified in the filter. The following section provides step-by-step instruction for creating an Exclusive Import Filter.
Reference the Import Filter article to explore additional Import Filter options not shown below.
Creating a Limit Fields Import Filter
1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.
2. Under Charts Settings option, click on Filters & Highlights section, click on the Create new import filter button under Import filters option.
3. Click on the Filter Type dropdown menu, and then select the Exclude option.
4. Click on the Field dropdown menu, and then select the field containing the values that you'd like to filter on
5. Click on the Add field values button, and then search for the field values to exclude on import. The selected values are displayed in the Filter Values section.
Note
Optionally, check the Include filtered managers check box to allow records with direct reports to remain in the chart, despite matching the Exclusive Import Filter criteria.
6. Click on Save to add the Import Filter to the selected Master Chart.
7. Click on Save, and then Refresh.
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