The My Filters functionality allows each User to save filtered reports. They can be retrieved and run again at a later time, such as for monthly reporting.
To create a new filter, follow these steps:
- Open the list page with the Records that you would like to Export i.e. Lucidity Competency Records page.
- Using the Filters at the top of the page, define the report that is to be saved.
- Click 'Filter and Save'. A box will appear as below prompting for a name for the new filter. Enter a name and click 'Save'.
- The newly created filter will now appear on the My Filters tab. It can be run at any time by clicking 'Load Filter'. It can also be set as the Default Filter so that it loads automatically the next time the User logs in. The filter appears for the User that created it only.
Filters Shortcut
This is related to My Filters. Any of the filters that you had saved (in My Filters) will appear in this shortcut. Now you do not have to click on Show Filters > My Filters to generate all your Saved Filters.