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