My Filters User Guide

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.

Create a New Filter

To create a New Filter, follow these steps:

1. Open the list page with the Records that you would like to Export i.e. Lucidity Competency Records page.
2. Using the Filters at the top of the page, define the report that is to be saved.
3. Click 'Filter and Save'.  A box will appear as below prompting for a name for the new filter.  Enter a name and click 'Save'.
   
   
   
   
4. 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

Any of the filters that are saved in MyFilter can be accessed using the 'Current Filter' or 'Load Saved Filter' drop down lists as shown below:

Edit an Existing Filter

To edit an existing Filter, follow these steps:

1. Load the filter that you wish to edit using either either the Current Filter drop down list, or the MyFilters tab.
2. Once the filter is loaded, change the filter setting(s) that you wish to edit.
3. Click the Save Current Filter button.  The name of the currently loaded filter will appear as the Filter Name, as shown below:
   
   
4. Click Save.  The updated filter will now be saved in place of the existing filter with that name.