Who is this article for?

Users who want to learn more about using and managing filters.

No elevated permissions are required.

Filtering allows you to narrow down and display only the specific results you need from a larger data set. The following steps will guide you through creating new filters on a page to customise and focus the information being shown.

1. Using filters

The My Filters functionality allows each end-user to save filtered reports. These can then be retrieved and run again at a later time, such as for monthly reporting or even set as a default filter.

Video: My Filters Overview

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on any page within Lucidity Software where lists of records or results are shown, as well as for specific reports and dashboard settings.

Filter features:

• Search field for high level filtering.
• Various search filters for generating very specific searches, often split into filter categories.
• Ability to apply single or multiple filters at once.
• Save filter option.
• Reset Filters, which returns filters back to default settings (e.g. - may default to including Active users only).
• Clear Filters, removing all entries in all filters (e.g. - will show results for Active and Inactive users).

1.1. Competency List Records example

1.2. InForm List Form Records example

1.3. Report Incident Category example

1.4. Dashboard Risk Heat Map Controlled example

2. Managing Filters

2.1. General Filtering

To create a new filter, from the desired page:

1. Click the Show Filters button at the top right of the page. This will open up the filtering options panel.

2. Select the type of filter you want to apply by clicking on it from the list.

3. In the filter window that opens, you can:

   • Check multiple boxes to select several items.

   • Type a few letters into the search box to quickly find specific items.

   • Expand additional sub-filters like Status or Organisation if available.

   • Click Select All to choose everything or Clear Selection to deselect.

   • Check Show Selected Only to just see your filtered items.

   • Change the number at the bottom to show more or fewer results.

   • Use the arrows at the bottom to flip between pages of results.

4. Repeat step 2 and 3 for any other filters you need from the list.

2.2. Resetting Filters