Filtering Reports

Using the Filters

All the reports have filters, which can be viewed once the filters have been expanded by clicking on the ‘+’.

‘Values’- values are presented in a drop-down list, that allows you to add multiple values by clicking on the value and then selecting another value

Saving Filters

You can save the filter settings so that it is easy to run the same report again.

To save the filters:

Select the filters that you would like to save

Click on the ‘Options’ button

Select ‘Save Filter’

Enter a name for the filter

Select ‘Save’

Saving Filters as a Quick Filter

Select the filters that you would like to save

Click on the ‘Options’ button

Select 'Save Filter'

Enter a name for the filter

Then tick the Quick Filter option

Set the colour for the text and background

You can also make the Quick Filter available to all other staff by ticking the 'Allow all users to see this filter'

Then Save

To use a Quick Filter

The Quick Filter appears as a button on the filter bar. (Example for Monitoring)

Clicking the Quick Filter will set the filters for you 

And return the results in the table

Removing Saved Filters

From ‘Saved Filters’ select the filter you wish to delete

Click on ‘Options’, then select ‘Delete Filter’