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TABLE OF CONTENTS

Introduction


Across the system, information is displayed in a table format.  All these tables can be filtered on to find the information you need.  Your filters are remembered for the next time you return (look out for the filter icon showing in pink - it means you have filters in place already!)


You can also use the filter panel to sort the columns in the results table into order within a set field, e.g. alphabetical order or date order.

Filtering Information


  • When viewing a table of information select the filter icon (located in the top-right of our table) to reveal the filter panel.


The filter icon.


  • Here you will see various filtering options - the filters available will differ depending on the screen that you are filtering. Below is an example of a dashboard filter. 


Filter options.



  • To apply filters, simply select the relevant options from the filter panel and either click Close or click off the filter panel itself.


  • The results on the screen will be filtered accordingly. 


Removing a Filter


  • When a filter has been applied, the filter icon will show red.


A filter in place.


  • To remove a filter, click back onto the filter icon and click Clear filters


Sorting Columns into Ascending/Descending Order


  • Using the filter panel, accessed by selecting the filter icon on the top right-hand side of the page, you can see the columns that have the sort function available by the up and down arrows to the right of the filter field.


Sort arrows.



  • Using the arrows you can sort the results in ascending or descending order, based on the field you select.