Dashboard Filter Groups

Each user can create their own Filter Groups to quickly toggle between different dashboard views.

To create filter groups:

1. Navigate to an App Group Dashboard

   1. example: click the 9-dot menu, under the applications section, click ‘moving’

2. Make your filter selections and optional fields selections

   1. example: select an app status and work type

3. Click ‘Search’

4. Click ‘Save’

5. Name your Filter Group

   1. example: “User - 1”, “User - 2”, etc

6. Select if you want that to show as a default for Public users and/or Internal Users

7. Share by “Employee” to share the filter with other employee users, share by “author” to share with anyone who is an ‘author’ of an application (this would share with public users). Do not select any to keep the filter group private to your account.

8. Click ‘Save’.

To Disable/Delete Filter Groups:

1. Go to Administration and click on ‘App Groups’

2. Click ‘Manage’ next to the App Group the Filter Group is under

3. Across the top tabs, click on ‘Dashboard Reports’

4. Open

   

5. You will see a list of the different filter groups created. You can manage them here.

6. Open