How to Filter in Reports
Want to filter the data in your report?
Here's how!
1. On the blue left-hand menu, click on the blue View Filters Selected button. You can filter on the following parameters:
a. Date Range
b. Inspection ID (if applicable)
c. Evaluator
d. Operator
e. Assignment
f. Inspection Template
g. Location (Campus, Building, Floor, Area, and Room)
h. Location Model - i.e. Patient Rooms, Waiting Areas, etc.
i. Score Range (if applicable)
You can add none, one, or multiple filters.
- To add a Date you can either:
a. Click on the start date (left) and end date (right) and select your dates on the calendar by clicking on the dates until they are circled in black. OR
b. Slide through the date filter range bar by clicking the bar and moving the circles until you reach the start date (left) and end date (right) that you would like to see.
- To find the details for a specific Inspection, enter the Inspection ID # into the search box. Note: the Inspection Id must be complete to search.
4. The remaining filters can be selected from the drop-down menus from the list of parameters. Search, Select All, Select one, or Select Multiple.
4. The report data will update automatically as the filters are selected for each field.
To clear all filters, click on the blue Clear Filters button in the top right corner of the filter menu.
To collapse the filter menu, click on the arrow button on the top right corner of the filter menu.
Summary
To filter the data in your report, select from the parameters on the blue left-hand menu.