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.