- Data Review Guide
- Use filters to find data and discrepancies
- Use or modify existing filters
Use or modify existing filters
- After you select a study, click
Data Management in the navigation bar.
Note:
For details on selecting a study, see Select a study from the Home page. - 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.
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Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.
-
- In the Saved Filters field, select the filter you want to use or edit. 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.
- Do one of the following:
- Click Apply to use the saved filter without changes.
- Make any necessary changes to the fields or formula. For more details, see Create a new filter and Advanced Filters. Then click Apply.
- If you made changes to the filter and you want to save it, click Save.
When prompted, click Save and Apply. If you want to use this filter as a
template to create a new filter, click Create New, enter a new filter
name, select Save as Public Filter (if you want it available to others),
and click Save and Apply.
Note:
To edit a saved filter name (or use a filter as a template and give it a new name), select the filter and clickEdit Filter at the top of the left panel. Enter a new filter name, select Save as Public Filter (if you want it available to others), and click Save and Apply.
Parent topic: Use filters to find data and discrepancies