Custom Filters

Custom filters enable you to quickly display a subset of data that meets pre-defined criteria for Business Units. When you have created a custom filter, you can apply it to any page that has the filter bar.

To create a new custom filter:

1.Under Configuration, click Custom Filters.
The Custom Filters page appears.

Custom Filters page

2.Click Add New Filter.
The Custom Filter dialog appears.

3.Enter a Filter Name.

4.Click the Business Unit drop-down.
The Business Units tree appears.

5.Select the required business units for the custom filter, then click OK.
The new custom filter appears in the list of custom filters and can be accessed from the Business Unit section of any of the filter bars.

You can edit or delete custom filters by clicking the gears menu for the relevant list entry on the list.