Approve filters approve

Within the Filter Manager, you can set up a workflow that includes approving filter for various levels of application, for specific departments or groups, and consistent with reporting policies.

Here is how to flag a filter as approved:

  1. In Filter Manager, check the checkbox to the left of the Filter title.

  2. Click Approve in the filter management task bar.

  3. Consider sharing the approved filter/s with your organization.

  4. Click OK.

    Notice the approval icon next to the filter in the list:

    Filter Manager showing that Orders greater than 100 are approved for sharing.

  5. You can also unapprove an approved filter by clicking Unapprove.