Creating an advanced filter
Click on Interactions and select your filters from a wide range of fields from the drop-down menus on the left.
Choose a name for your saved filter - for example Construction Complaints
Now you have a saved advanced filter.
* NOTE: You can create saved filters in other functions, such as Stakeholder or Task, as well.
Creating a Report using your advanced filters
Click on
Create+ > Report OR go to a pre-existing report to edit
Follow the instructions in Build your own Report
To build your own widget using Advanced Filters;
Click on 'Create New'
Add in a widget title
Choose your record type from; Stakeholder, Interaction, Task
Scroll down to Advanced Filters and then Select saved filter
β
Select the Chart type to show the data
A preview of the widget will show at the bottom of the side-draw
Click on 'Add to dashboard'
βNOTE: if you cannot add your widget you may need to choose a different chart type or refine your filters to display your data correctly.
Add a note to the report to give additional information on the charts, or relative information relating to your project.
The report can be printed via the icons in the top right hand corner of the page