Manage filters
You can share, filter, tag, approve, rename, copy, delete, export filters and mark filters as favorite from a central Filters management interface. To manage filters:
- Select Components in the main interface, then select Filters.
Filters manager
The Filters manager has the following interface elements:
Filters list
The filters list ➊ displays all the filters that you own, the filters that have been scoped to all your projects, and the filters that have been shared with you. The list has the following columns:
Show where filters are currently being used, and how many times they are being used in each area.
For example, if the filter is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components.
Select the value in this column to see the breakdown of where the filters are being used (for example, Projects (40), Mobile Scorecards (2)). Furthermore, you can view the list of items where the filters are being used. For example, so see the list of projects where they are being used, select the Projects (40) link.
Each of the following areas shows the number of instances of filters being used in that area:
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Projects
Contains filters that were created in the filter builder and are available for all projects.
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Ad hoc components
Contains filters that were created as quick filters and are available only within a single project.
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Scheduled projects
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Mobile Scorecards
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Annotations
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Calculated metrics
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Report Builder
Selecting this option downloads a CSV file with the following columns of data:
- Report Builder Name
- Last accessed
- Last accessed IMS User ID
- Last accessed user name
This information helps you to determine whether a component is valuable to users in your organization, where the component is used, and if the component needs to be deleted or modified.
Consider the following when viewing this column:
- This information is available only to system administrators.
- The Used in column does not display by default. Use to configure the display of this column.
- This information does not include usage from the API or Data Warehouse.
- If there is no data in this column for a given component but the component has a Last used date, the component might have been used in an analysis without being saved.
- Usage information is available starting in September 2023.
You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.
Use to specify which columns you want to display.
Action bar
You can action on filters using the action bar ➋. The action bar contains the following actions:
(Copy)
.Filters List.csv
file.Active filter bar
The filter bar ➌ shows the active filters applied from the filter panel to the list of filters (if any). You can quickly remove a filter using . If more than one filter is specified, you can remove all filters using Remove all.
Filter panel
You can filter the list of filters using the Filter left panel ➍. The filter panel displays the type of filter and the number of filters that honor the specific filter. Select to toggle the display of the filter panel.
See Filter the list of filters for more information.