Filtering data for all views in the Data Viewer

All filtering criteria (that is, all criteria that can be set in the Filters pane) that you set for a session must be saved manually in order to be available for use in subsequent sessions.

The Filters pane provides options to save, load, and delete filter settings using icons at the top of the pane. For more information, see Filters pane—Data Viewer.

• When you navigate to the Data Viewer module for the first time, no filtering criteria is loaded (the default is Show All).
• After you save any filters, the next time you log in to the InForm application and navigate to the Data Viewer, the system automatically loads the saved filter used in the last session.

  Saved filters are for an individual user and are not shared with other users.

• Any unsaved filtering criteria persist only in the current session and are lost when the current session ends.
• Filtering criteria set in the Filters pane apply across all Data Viewer views in the same session; by setting it one time you can navigate through different views under a consistent set of filtering criteria.

  Note: You can also perform single column filtering on clinical data values that are applied in the current view only. For more information, see Filtering on clinical data.

To filter data in the Data Viewer:

1. Navigate to any view in the Data Viewer.

   For more information, see:

   • Displaying the Summary View.
   • Displaying the Record Listing View.
   • Displaying the Record Comparison View.
   • Displaying the Comments View.
2. In the Filters pane, select the filtering criteria, and click Apply.

   The filtering criteria you select apply to all Data Viewer views. For more information, see Filters pane—Data Viewer.

   The filters are preserved when navigating between forms. For example, if you narrow the view down to Site A and Visit 1 data, these filters are preserved when switching to another form.

3. Optionally, save the filtering criteria for use in subsequent sessions.

   Note: If you do not save your filter selections, the filtering criteria last only for the current session.