Create & Apply a Filter for Universal Log

Overview

• The Search page allows you to create, apply, and save filters. 

• Once you have saved filters, you can quickly run them from the Saved Filter cards. 

Start a Filter

1. Click the Filter button on the right side of the Search page. 

2. Before you create and save a filter, you can also click the "Apply a filter" link inside the green box. 

Create Filter

1. Choose a Saved Filter - If you already have Saved Filters, you can choose one from this list to start from or simply apply to view results. 

2. Custom Sorting - This allows you to customize the sort parameters for the filter results. The following are the Custom Sorting options:

   • Action

   • Action By

   • Action Date - default

   • Action Location

   • Area of Boyd / Symptoms 

   • Event

   • Incidient Activity 

   • Name

   • Typer

3. Ascending or Descending - Choose the sort order for the custom sort you choose.

   • Ascending = going up from 1-10 or A to Z.

   • Descending = going down from Z to A

Filter Results Indicator

A helpful feature on the Filter building page is the Results indicator at the bottom of the page. 

• It will update each time a new filter criteria is selected to reflect the results number if the filter is applied. 

• This helps you know if there will be too many results or perhaps zero because of too many (or conflicting) criteria selections. 

Buttons

Apply - will apply the filter you created and display the results. 

Save and Apply - will ask you to name the saved filter and then it will apply it. 

Reset All - will clear all selected filter criteria so that it is a "clean slate" and you can start over. 

• • Creating Custom Saved Filters

    • Create a filter that you run often so that it is easy and accessible to do at any time 

  • Creating New Filter Off of Existing Filter

    • Add more criteria to an existing filter

  • Manage Filters

    • Delete or Rename a saved filter