Filters

Use the Filters page to define the extract criteria to be applied as the filter when generating the Brief Extract report.

Figure 7-6 Extract Criteria Details - Filters

To add a filter to an extract criteria:

1. Open the extract criteria in edit mode and navigate to the Filters page.

2. Add a row to the Questions tables and click Add.

3. Enter the details.

   Table 7-3 Filters

   Details	Description
   Process Filters	Optionally choose any specific Processes to be included in the extract by selecting any combination of Process Titles, Process Status, Process Templates, Process Types, Business Categories, and Process Managers. If none are selected, all will be included (subject to other filters).
   Activity Filters	Optionally choose any specific Activities to be included in the extract by selecting any combination of Activity Templates and Responsible Roles. If none are selected, all will be included (subject to other filters).
   Process Extract Questions	When adding a row to the Process Extract Questions table, a list of Process Briefs is presented for the selection of their questions.
   Activity Extract Questions	When adding a row to the Activity Extract Questions table, a list of Activity Briefs is presented for the selection of their questions.

4. Save the changes and exit. If no Process or Activity questions have been selected, validation will show a warning message.