Add a Filter

Filters can be applied to Client List and Client Summary gadgets in your dashboards.

Search criteria are key to building useful dashboard components. Refer to Filter Elements, Gadget Elements, and Search Criteria Elements for details and examples.

You can add a single term, a set of criteria, or multiple sets of criteria.

To add filters, follow the procedures in the expanding headings below:

To build your search, click the Filters tab.

Your filter needs to include at least one column if you want to use it in a Client List gadget. By default, several column choices are already selected. You can add to and change columns for the filter.

  1. Click the Columns button.

  2. In the list, select the checkbox for each column you want to include. The column moves to the top of the list.

  3. To remove a column, clear its checkbox.

  4. In your selected columns, click and drag columns to set the order you want.

  5. Click the column by which you want to sort your search results.

  6. Click outside the list to close it.

  1. Click Search.

  2. If you want to change your search criteria, click Refine Search and repeat the appropriate steps.

  1. Click Save As.

  2. Enter the filter's Name.

  3. If appropriate, enter its Description.

  4. If you want to share this filter, set or change sharing.

  5. Click Save.

If you have the appropriate role, you can include archived and deleted clients in your search. You may also be able to create a new filter by copying an existing filter.

Related Concepts

Filters