Functions of the Grid: Filtering Records

When searching for certain results in a large database or finding results that satisfy a given condition, it can be advantageous to filter the records.

For example, if you wanted to know which events were being hosted by a certain team, you could apply a filter.

Some systems have built in filters under System Filters. These will automatically be displayed. Sometimes, you can apply these system filters and/or apply your own under Your filters.

You should navigate to the page that contains the results you wish to filter using in the ribbon.

1. Click in the upper left hand corner of the page

2. Click on a criteria category under Filter Results (eg. “status”)

3. Click on a specific criteria under this aspect to apply a specific filter (eg. “approved”)

   • You can also use the search feature to find a specific criteria

4. If available, you can click New Filter under Your Filters to create your own filter

5. Click ADD CRITERIA

6. If desired, select a conditional

   • AND: to be shown a result, it must satisfy both of the filters you apply

   • OR: to be shown a result, it must satisfy at least one of the filters you apply

1. Inspect results that have satisfied your filter(s) by clicking on each result. Associated information will be displayed

2. Select desired result(s) and choose an option

   • Add to Lists: Select all lists to which you want to add the selected results. Click Save

   • Add to Topics: Select all topics to which you want to add the selected results. Click Save

3. If desired, save filter