Page Comparison

...

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on any page within Lucidity Software where lists of records or results are shown, as well as for specific reports and Dashboard settings.

...

Lucidity Dashboard 'Risk Heat Map Controlled' Example:

...

MANAGING FILTERS

General Filtering

To create a New Filter, from the desired page:

1. Click 'Show Filters' in the top right of the page. This will open the Filter options
   
   
2. Select a Filter to apply
3. Use the options within the Filter window as required:
   1. Generally multiple items can be selected 
   2. Intuitive search function means entering a few letters starts to narrow down possible results
   3. Filters are often available within the filter group, such as Status or Organisation
   4. Select all or clear selection
   5. Show selected only
   6. Adjust number of entries to view
   7. Move between pages of results
      
      
4. Repeat with each filter group on the screen as required
5. Click 'Filter'
6. Results will be displayed
   1. Hint: Clicking 'Hide Filters' makes viewing results easier

Save Filters

Saving regularly used Filters saves having to go through the process of selecting all required components again. From the desired page:

...

1. Click 'Show Filters'
2. Click the 'My Filters' tab
3. Click 'Load Filter' on the required saved Filter
   
   
   
   
4. The Filter will load

Edit Saved Filters

Once a Filter has been saved, it may need to be updated with new Capabilities, Risks, People etc. From the desired page:

...

To access the Filters Shortcut, from the desired page:

1. Click 'Current Filter'
   Image Removed
   
   
   
2. Select the desired Filter to apply
3. The Filter will load

...