An introduction to filters

Filters in CFS allow you to configure the dashboards to your preferences, they can be saved, shared and you can have multiple filters for different reporting purposes, this guide goes over the basics of a filter that apply to all dashboards.

You access the filter dialog by clicking the icon in the toolbar, this will bring up a slide-out menu from the right of the screen. Each dashboard has it's own options within the filter, the options for each dashboard are covered in depth in their own articles (see below), but we'll go over the common components here.

When you open the filter for the first time, the header will be shown as above. The name of the saved filter is shown in the dropdown, by default no filter is selected, hence "undefined" is shown. Clicking this dropdown will bring up a list of all available saved / shared filters.

The undefined and (Unsaved) options mean that the options you select in the filter are temporary, and will be lost when you refresh the page. This option is useful when you want to perform a temporary search of the data, i.e. to find events with a certain tag, or policies for a certain lead, but don't want that search to be permanent, or won't need to do it again.

The options in the filter toolbar are:

• Delete - allows you to delete any saved filters.

• Rename - allows you to rename any saved filters.

• Save As - allows you to save the current settings as a new filter. If you want to save the changes made to the existing filter simply click 'Save & Apply' in the footer.

• Share - allows you to share your saved filter with anybody else using the same system token - profiles all share the same token, and you can use the same token across different profiles, so this share option allows you to share to a wider audience.

Shared filters always have the prefix Shared- in the filter dropdown in the header. This allows you to see your own filters separately from shared ones.