Page Comparison

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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 dashboard settings.

Filter features:

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To create a New Filternew filter, from the desired page:

1. Click 'Show Filters' in the top right of the page. This will open the Filter filter options
   
   
2. Select a Filter filter to apply
3. Use the options within the Filter 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 status or Organisationorganisation
   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

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

1.  Follow steps 1-4 above
2. Click 'Filter and Save'
   
   
3. Add a Filter Namefilter name
4. Click Save
   
   

Apply Saved Filters

Once a Filter filter has been saved, it can be reused as often as required. From the desired page:

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Once a Filter filter has been saved, it may need to be updated with new Capabilitiescapabilities, Risksrisks, People people etc. From the desired page:

1. Load the saved Filter filter as outlined above
2. Adjust Filter filter settings as required
3. Click 'Filter and Save'
   1. The name of the currently loaded filter will appear as the Filter Namefilter name
4. Click 'Save'
5. The existing Filter filter will be updated

Create Default Filters

Saved Filters filters can be set as a Default Filterdefault filter. This means the Filter filter will be automatically applied whenever the page is opened. 

To create a Default Filterdefault filter, from the desired page:

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 default filter and will load each time the page is opened
   
   
5. To remove the Default Filterdefault filter, click 'Clear'

Delete Saved Filters

If a saved Filter filter needs to be deleted, simply click 'Delete' to the right-hand side of the saved Filterfilter.

Filters Shortcut

The Filters filters shortcut allows for quick access to any saved Filters filters - a quicker way to apply Filters filters than using the My Filters tab.

To access the Filters Shortcutfilters shortcut, from the desired page:

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

FAQs

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