Create a public filter

If your account includes the appropriate privileges, you can make a filter public. Data reviewers can:

  • Use any public filter.

  • Change public filter values temporarily.

  • Change public filter values and save them using a different name.

  1. After you select a study, click Shows a table with a magnifying glass Data Management in the navigation bar.

    Note:

    For details on selecting a study, see Select a study from the Home page.
  2. Do one of the following:
    • Select Listings from the drop-down menu to open the listings page. Expand a 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.

  3. In the Saved Filters field, select the filter you want to make public. The fields automatically populate with the criteria saved for the filter. For example, if the filter used a formula, you see it appear in the Advanced Filters field.
  4. Click Shows a pencil iconEdit Filter at the top of the Filter panel. Enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.