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      myEDITED: How Do I Use Default & Saved Filters In Dashboards?

       

      How Do I Apply My Default Filter?

       

      When you create a new dashboard or use a template, your default myEDITED filter will pre-load into your dashboard.

       

      You can check and change your filter within your profile settings.

      Click the Profile icon in the top right of the page, click Settings, then navigate to the Preferences tab.

       

      From here you can check your default filter or change it.



      How Do I Use A Saved Filter?


      You may have saved filters other than your default filter. 

      Complete the interactive tutorial to learn how to change your filter to another saved filter.


      10 STEPS

      1. This tutorial will teach you how to add a saved filter into your dashboard.

      Step 1 image

      2. Click the X on your current filter pill to remove it.

      Step 2 image

      3. Click + Add filter.

      Step 3 image

      4. Click Choose filter within the Select saved filter option.

      Step 4 image

      5. You will then be given a list of saved filters to choose from.

      Step 5 image

      6. Click on a filter to see more information.

      Step 6 image

      7. You can then see who owns the filter and the conditions applied.

      Step 7 image

      8. Click a new saved filter.

      Step 8 image

      9. Click Apply.

      Step 9 image

      10. Click Close.

      Your dashboard will then update with the new saved filter conditions.

      You have now completed the tutorial.

      Step 10 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2537763/Dashboards---Adding-A-Saved-Filter