Creating Predefined Filters for a Scorecard

To create new filter for a scorecard:

In the Scorecard module, select  Settings and then select  Filter.
The Filter wizard displays.
In the General step:
1. Enter a name for the filter in the Filter field.
2. Enter a description of the filter in the Description field.
3. Enter the name of the user creating the filter in the Owner field.
Select Next to advance to the next step of the wizard.
In the Criteria step:
In each row, select a Category, Operator, and Value for the category filter that you want to apply to your filter results. Use the And/Or column to specify the logical relationships between category filters.

Note: You must select at least one category.
In the In Folders step, specify the location of the new filter being created:
1. Click Browse... to navigate and select a folder for the new filter.
  If the folder name already appears in the Others list, then select the folder and then click Define as Home Folder.
In the Security step, set the security permissions for the filter:
1. Select or deselect the Inheriting settings from <folder name> field.
2. Perform any of the following actions:
  - Select Add to add security permissions.
  - Select Edit to update current security permissions.
  - Select Remove to delete security permissions.
3. Select Finish to exit the wizard.
The created filter will be available in the Setup module.