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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.

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• Search field for high level filtering
• Various search filters for generating very specific searches, often split into filter catergoriesfilter categories
• Ability to apply single or multiple filters at once
• Save filter option
• Reset Filters, which returns filters back to default settings (eg - may default to including Active users only)
• Clear Filters, removing all entries in all filters (eg - will show results for Active and Inactive users)

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1. Click 'Show Filters'
2. Click the 'My Filters' tab
3. Click 'Set Default'
   
   
   
   
4. The Filter will now be listed as the Default Filter and will load each time the page is opened
   
   
5. 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.

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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.

To access the Filters Shortcut, from the desired page:

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

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