The Manage Filters feature allows users to create stand alone filters that can be applied to both user defined reports and standard reports.

Creating a New Filter

1. Navigate to Reports in the left side navigational panel, then click the 'Manage filters' button in the top right corner of the page.
    

   

    
2. Click the 'Create new filter' button in the top right corner of the Manage filters page. 
3. Select the filter type - the Fund Profile Filter will be the only available filter type at this time. To the right you'll find a list of all reports for which this filter can be applied, including many standard and user defined reports. Hit Continue when you're ready.

   

    
4. On the next page, name your filter, then click the 'Create new filter' button in the top right corner.

   

    
5. On this page, you can update the filter name and choose whether or not to lock the filter to prevent editing. You'll then add your filter criteria by clicking the 'Add filtering' button. 

   

    
6. Choose the field to add the filter to, then select the desired Criteria and Value.
   1. For fields that have dropdowns, you'll be able to select multiple Values.

      

       In this example, we are only including funds that are not assigned to the Arts and Sciences or Library Departments.
       
   2. For fields that do not have dropdowns for selecting multiple values, the user will need to type out the value(s) and use a comma for separating multiple values. 

      

      In this example, we are only including GLIDs that match the 3 values entered.
      
      Pro Tip: If you want to exclude any funds that have a specific non-required field populated, you can choose 'Is not equal to' for the Criteria, then enter NULL for the value. For example, the filter below will only include funds that have a value in the Aux ID field, which is not required. Any funds that do not have an Aux ID would be excluded from a report using this filter.

      

7. When you're done, click 'Add filtering' to save your criteria.
8. You can add additional criteria fields if you wish. You'll just click the 'Add filtering' button again and follow the same steps. When adding additional criteria fields, you'll choose an Extend filter, AND or OR. This will dictate if the filter needs to meet the criteria for all fields or only one.

   

    
9. Click 'Save changes' when you're done editing the filter.
10. When running reports that can be filtered, you'll see an 'Additional filtering' dropdown. Choose the filter you want to apply, along with a date range/post date, and and grouping options, then hit 'Run Report'. 

    

Viewing/Editing Existing Filters

To view and edit current filters, navigate to Reports in the left side navigational panel. Then click the 'Manage filters' button in the top right corner of the page.

On this page, you'll see all current filters that your team has created. You can click onto the name of the filter to edit it. You can also click 'Copy' next to the filter to create a new copy that can then be edited. Use the 'Delete' button to delete any filters you no longer need.