Overview 

You are able to narrow the number of records you are looking at in a table by using the Filter option. You can even save a filter with certain parameters to select and apply later on.

 

Where Filters Appear 

Filters appear wherever you have a List View of data. For example:

• Communication Hub lists communications

• Sites Profile Widget lists training sites

• Agenda view of Timesheets lists timesheet records

• You will see the filter icon in the upper right corner of the table.

Apply a Filter 

1. Click the filter icon in the upper right corner of the table.

   • The filter options for the table will drop down.

2. Select your desired filter options.

   • You are able to apply more than one filter at a time.

   • The filter(s) you select will appear in the white space above the filter options.

   • Results will filter in the table as you select filter options.

3. Click the x in the upper right corner of the filter menu to close it.

Remove a Filter