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Shared Features: My Filters Overview |
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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Shared Features: General Filtering |
To create a new filter, from the desired page:
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Shared Features: Save and Apply Filters |
Saving regularly used filters saves having to go through the process of selecting all required components again. From the desired page:
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Shared Features: Edit, Duplicate, Delete and Default Filters |
Once a filter has been saved, it may need to be updated with new capabilities, risks, people etc. From the desired page:
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