Filtering Reports

Your data may contain hundreds or even thousands of records; in this case, it can be difficult to find information quickly. Cleo Dashboards allow you to narrow down the amount of records and view only the information you require.

Most reports require an initial filtering before results are displayed. Upon selecting a report from the menu option, a filter screen appears which is used to enter search criteria specific to the report you are in. Only criteria applicable to the report type will be available. The filtering process is the same across most reports.  Click the Submit button to process the filter.

Note: Be aware that a report without filtering may display all data for a particular report type - which, depending on the amount of data, could cause performance implications and affect the time for report completion.

Populating fields with drop-downs and widgets

Use several drop-down menus, fields, and calendar widgets to help select filtering criteria. 

Executing your filter

Filters won't execute until pressing the Submit button.

Clearing your filter

Click on the actual report title in the breadcrumb to clear the filter.

Other important notes

Filter fields are case-sensitive.

Filter results may return values partially contained in a given field. For example, should the user type 123 in the ICN filter field, the filter results will include all records with ICN #s that contain that value, such as, 0000001235, 001104123, and 123000001. Filter fields are case-sensitive.

Save your search criteria for reuse

The Dashboard allows you to save your filter for reuse, thereby eliminating the need to repeat the filter process each time you run the same report.

1. Click Save Current Search from the top-right menu.

   

2. Give the filter an identifiable name and click Save. Your saved filter now appears as a link. In the example below, the name of the search is Year-to-Date.

   

To run the filter in the future, return to the same search window and click the saved search link.