Create a new filter

1. After you select a study, click Data Management icon from the navigation bar. Then do one of the following:

   • Select Listings from the drop-down menu to open the listings page. Expand a default, custom, or VC listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.

   • Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.

2. In the left panel, do one or more of the following:
   • Click Advanced Filters to open a text box. Click inside the box to open a drop-down menu, select a filter item and start building your formula using the appropriate operators. The criteria you select determines what additional items you can access.

   • Click in one or more of the following fields to enter or select the quick filter criteria you want to use (with or without an advanced filter formula). Use the scroll bar to see all your choices:

     1. Model: Lists the models in the study (only shown through Discrepancies page).
     2. Listing: Lists the listings for the model you selected (only shown through Discrepancies page).
     3. Country: Lists the countries of the study or listing (depending if you accessed the filters from Listings or Discrepancies).
     4. Site: Lists the location of where the study or listing was done.
     5. Subject: Lists the available subject IDs.
     6. Visit: Lists the available names of visits.
     7. Discrepancy State: Lists the available discrepancy states. You can select Answered, Cancelled, Candidate, Closed, Open.

        Note:

        By default, you cannot see cancelled or closed discrepancies. You must apply the Discrepancy State of Cancelled or Closed to see them.
     8. Discrepancy Tag: Lists the available discrepancy tags (for example, ClosedWithAnswer, NeedsDMReview, ClosedAsIs).

   Note:

   If your account includes the appropriate privileges and you need to show blinded data, select Show Blinded Data and click Yes when prompted. (The system tracks the number of times you view blinded data.) If you selected a listing, saw a prompt to access blinded data, and clicked Yes, the Show Blinded Data field appears selected already. To stop showing blinded data, clear this field and click Yes when prompted.
3. If you want to keep displaying the filtered data, select Keep the Filter in effect.
4. Click Apply.
5. (Optional) To save the filter criteria for future use, click Save, name the filter, and click Save and Apply. Use a unique name across all the private, shared, and public filters that you can see in the current study and lifecycle. If you want to use this filter as a template to create a new filter, click Create New and repeat these steps.
6. To clear the filters, click Clear. To view the data after clearing the filters or creating a new filter, click Apply.