5 Filtering Data in Dashboard

This topic provides systematic instructions on how to filter data in the Dashboard.

The system allows you to filter the required information from each tile of the Dashboard in graphical view.

The Facility Due for Review RM tile in graphical view is shown below for reference:

Figure 5-1 Facility Due for Review RM - Chart


Chart view of Facility Due for Review RM tile.

  1. Click any bar in the graph.
    The Filter window is displayed.

    Figure 5-2 Filter


    Filter parameters.

  2. Type the filter parameter in the Type to filter text box.
    For example: Type the first three characters of customer name, facilities associated with the mentioned customer are displayed.
  3. To sort the data in ascending or descending order, click the triangle next to any header as shown below.

    Figure 5-3 Sort records


    Option to sort records.

  4. To close the Filter window, click anywhere outside the window.
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