Saved Document Filters
- Chris Ford
Saved filters are a way to quickly view frequently applied searches. These saved filters can be scheduled as recurring reports and for populating Dashboard Widgets.
Saved filters can be created using any advanced search terms you apply in Manage Documents
This could be something as simple as a count of inspections within time periods:
Or much more complex using tags, results, timeframes and much more.
Simply head to ‘All documents’, click advanced, apply your filters and hit ‘Save’
Document filters can then be viewed from the ‘saved filters’ page in the documents menu and applied to widgets in the dashboard configuration
Example
Create the filters
Go to documents → all documents
Click ‘relevant’ (this limits the results to only current certification)
Click ‘Advanced’
Apply any filters you require
Click ‘save’ at the bottom
Name the filter something identifiable eg Electrical - Compliant
The saved filter will now be available via Documents → Saved Filters
Filters can even be ‘favorited' to show on the top bar of the documents page for quick access by clicking the in your 'Saved Filters' list in the 'Documents’ drop down menu.
Filters can also be set up as a scheduled CSV report by clicking ‘Details’ on a filter.
Applying filters to dashboard widgets
For this example we will use a ‘saved filter count’ widget
Go to the Dashboard
Click ‘configure dashboards’
Click configure on the default dashboard
Click ‘Add’ on an unused ‘saved filter count’
Apply your filters, choose a name and chart type
Click save
The widget has been added to the dashboard
To arrange your widgets click ‘configure layout’
If you need help configuring saved filter widgets - feel free to contact support@tcwin.co.uk and a member of our team can get you set up.