Choosing Filters

To ensure you can select filters of your choice in a scorecard, create filters of your choice in the Setup module. These filters will then be available from the Filter drop-down list in a scorecard. You can select System Filters to have the system populate with predefined filters or select User Filters to assign a user-defined filter.

To create user-defined filters of your choice:

  1. In the left navigation pane, select User Filters.
  2. From the New menu, select Folder to add a folder location for the user-defined filter.
  3. From the New menu, select Filter to invoke the Filter wizard.

Related Topics

Creating Filters

Creating a Filter with the Filter Wizard

Entering General Filter Information

Entering Filter Criteria

Entering and Editing In Folders Information

Defining Security Permissions



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Last Published Tuesday, November 19, 2024