Filters are so that available on dashboards and widgets so they can be filtered based on specific data.
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Types of Dashboards
To make the most out of Filters, it is important to know Dashboards can be four different types: Ad hoc, global, object-specific, and drill-through.
Type | Description |
|---|---|
Ad hoc | Ad hoc dashboards are those created for one-off cases, or a dashboard only used for a handful of people. For example, a billing lawyer might have a custom dashboard for his/her most important client or matter for the metrics they want to see. |
Global | Global dashboards are those dashboards that are available by role or globally available to everyone. For example a partner dashboard, or the recents and favorites dashboard. |
Object-specific | Object-specific dashboards are based on the object and can show when an object is opened. For example, a matter, client, person, or workspace are good examples of objects. Typically, objects have security based on users, groups, or roles. |
Drill-through | Drill through are those dashboards/widgets where you might have a different set of KPIs that opens once you click a record from another dashboard. For example, I want to see the people metadata of a matter, so on the matter dashboard, you may have a drill through to a person dashboard or widget showing those people and their metadata of that matter you clicked on. |
Filters Section
From the navigation, click Filters. A page like this appears:
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Data Displayed
KPI | Description | Data Type |
|---|---|---|
Id | The Filter id. | Numerical |
Name | The name of the Filter. | Text |
Type | The type of widget used by the filter. | Numerical |
Created By | The person who created the Filter. Their display name and email are shown. | Text |
Created Date | The date created. | Date |
Modified By | The person who made the last modification. Display name and email displays here. | Text |
Last Modified Date | The date last modified. | Date |
The More Actions menu
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Clicking on the More Actions menu allows for the following actions:
Edit: Edits the filter.
Delete Deletes the filter. It is only possible to delete a filter when it is not being used in a dashboard.
Where Used: shows a list of Dashboards where the filter is currently being used. If the filter is not currently being used in a dashboard, it can be deleted.
Creating a new Filter
From the main Filters page, click on + New Filter. The following screen will appear.
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From this screen, select the type of filter you want to create from Lookup, Month Picker, or Date Picker.
Lookup Filter
While on the Data tab, select the report you want to base your filter on.
Select the Filter tab.
Set a name for your filter. All filters must have unique names.
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The maximum number of characters allowed for a Filter name is 255. |
Input the following settings for your filter.
Criteria | Description |
|---|---|
Selection Field | Select from any of the selected report’s parameters. |
Multiselection | Set Yes to allow for multiselection of more than one filter criteria. Set No to prevent multiselection of fields, so the user can only select one item. |
Text Field | Select the text field to be displayed. The selection is limited to the available parameters for the currently selected report. |
Label | Define a label. |
Empty Filter Text | Define the text to display when the filter is empty. |
Additional Info | Click on the + Add Field button to add additional elements from the report the filter is based on. |
When all the criteria have been set, click on
Save to save your filter.
Month Picker
Click the Calendar icon to set the month for your filter.
Define the Label to be shown.
Define the text to be displayed when the filter is empty.
Set a name for your filter.
Click the Save button to save your filter.
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Click the Calendar icon to set a specific date for the filter.
Define the Label to be shown.
Define the text to be displayed when the filter is empty.
Select the type of filtering based on the date. The options are
Same as the selected date
Different than the selected date
After
After and a selected date
Before
Before and a selected date
Set a name for your filter.
Click the Save button to save your filter.
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With Context means, it allows filtering on any column that is supported for users.
There is no limitation based on the current user, but should be for all user metadata CAM supports that is contextually based on the data returned. If the firm wants a report to show documents and we want it to limit be limited to the current user, there are multiple columns that contain user info that the contextual filter can bring, including but not limited to, Author, Operator, SecurityACL, Owner, etc.
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