Custom Date Filtering

In TCW you can create custom saved filters using ‘days to’ and ‘days from’ an inspection date. These can be combined with document types, tags and results then scheduled as reports and added to dashboard widgets.

Open

Creating a custom date filter

1. Go to Documents → All Documents

2. Click ‘Relevant' (this will ensure only current documents are included)

3. Click Advanced

4. Select the document type you wish to specify a range for

   1. If your documents have a specific re-inspection period, submit an example to support@tcwin.co.uk and we can name the document accordingly, eg “Weekly Emergency lighting”

   2. If your documents contain the frequency in the filename, simply use the ‘filename’ filter to identify and filter. eg Weekly Emergency lighting.pdf

5. In the ‘inspected days to' and 'inspected days from’ filters, enter your range

6. Scroll to the bottom and click ‘Save'

7. Enter a name for your filter

8. Click 'Submit'

Now you have a saved filter you can use this to schedule reports and add to dashboard widgets (saved filter count)