In the My Reports section, you can filter reports using the filtering panel at the top of the page.
If the filter panel is not expanded, click the + icon next to the Options button to open it. You will then see the following fields:
Saved Filter
Filter
Value
Date Range
Saved Filter
Displays any filters you have previously saved, as well as filters shared by other users.
Filter
Allows you to choose what you want to filter by—such as staff member or department.
(Note: Available filters vary depending on the report.)
Value
The specific item you are searching for (e.g., staff member’s name or department).
Date Range
The period for which you want to return data.
Note: For Staff Objectives/Standards, results are returned based on the due date.
Once you have completed the fields, click Search to display the results.
To add another filter, click the + icon in the blue box. A new Filter and Value field will appear.
To remove a filter, click the – icon next to the filter you want to delete.
If you frequently use the same filter, you can save it by clicking the Options button and selecting Save Filter.
You will then see the following options:
Filter: The name/title of your filter.
Allow all users to see this filter?
Tick this to share the filter with other users who have access to the report.
(They will only see data they are permitted to view.)
Save date range?
Tick this to always use the date range you selected when saving the filter.
When you click Save, the filter will be stored and will appear in the Saved Filter dropdown.
Quick Filter
You can also choose to make the filter a quick filter.
This adds a clickable colour-coded box at the top of the screen that instantly loads the filter.
Load the filter.
Make the necessary changes.
Click Options > Save Filter > Save.
Load the filter.
Click Options > Delete Filter.