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On this page:
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| Lucidity Software Shared Features | ||
| This link may be useful for system-wide Lucidity features relevant to this shared feature | ||
| My Emails | Have Lucidity automatically email reports on a schedule | |
INTRODUCTION
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Shared Features: My Filters Overview
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Lucidity Dashboard 'Risk Heat Map Controlled' Example:
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MANAGING FILTERS
General Filtering
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Shared Features: General Filtering
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To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
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Save Filters
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Shared Features: Save and Apply Filters
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Each user's saved filters are only available on their personal log in and are not shared with other users. |
Apply Saved Filters
Once a filter has been saved, it can be reused as often as required. From the desired page:
- Click 'Show Filters'
- Click the 'My Filters' tab
- Click 'Load Filter' on the required saved Filter
- The Filter will load
Edit Saved Filters
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Shared Features: Edit, Duplicate, Delete and Default Filters
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To create a slightly different version of a saved filter, follow the steps above. Adjust the filter name and click save. Two versions of the same filter will now exist.
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Create Default Filters
Saved filters can be set as a default filter. This means the filter will be automatically applied whenever the page is opened.
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- Click 'Show Filters'
- Click the 'My Filters' tab
- Click 'Set Default'
- The Filter will now be listed as the default filter and will load each time the page is opened
- To remove the default filter, click 'Clear'
Delete Saved Filters
If a saved filter needs to be deleted, simply click 'Delete' to the right-hand side of the saved filter.
Filters Shortcut
The filters shortcut allows for quick access to any saved filters - a quicker way to apply filters than using the My Filters tab.
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Saved filters can be used to schedule automated emailed reports. View the My Emails user guide for more details. |
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