How to Use CoreView's Global Report Filters

Modified on Fri, 08 Apr 2022 at 03:58 PM

By following the instructions, you will learn to create, view, edit, and manage report filters.


CoreView provides administrators and users with a powerful way to limit the content of a session through user-defined FiltersFilters allow you to limit the data presented in any report tables using AND and OR conditions based on OnlineUsers properties. Any user can apply a global filter by setting parameters for how data appears in reports.  


Moreover, CoreView allows you to share a filter for use by other users.  You access the Filters function at the top right of the application by clicking on the filter icon, shown below in blue. 


Please note that when any filter is active, the filter icon will turn from grey to blue and revert to grey when filters are off.


Filters are available for Global (Reporting) Filter, License Pool Filter, V-Tenant Filter, and Permissions Filter.



Clicking on the filter icon will display the filter management panel in the image below.  This panel allows you to select pre-existing filters for use, dismiss a filter (by clicking on the "x" icon adjacent to the named filter), or manage filters. Managing filters allows a user to create, modify, share/un-share, or, if needed, delete a filter.  


Filters are activated by clicking on the drop-down menu for the relevant filter and selecting the desired filter.  When the drop-down menu is displayed, the user can optionally use the search field to locate a named filter.  This can be handy for organizations that may have a great many named filters in place.  A new Edit Selected button will be displayed when a named filter is selected.  Clicking on this will allow you to make adjustments to the filter's criteria (e.g., any AND and OR conditions), but you will not be able to change the filter's name, description, or sharing selection.

 


Managing Global Filters


When a user clicks on the Manage button, a web page will be displayed for the associated filter, with the filter name at the top of the page.  The filter management page for Global Filters is displayed in the example below.  This is the same for all filters, and therefore these instructions apply for all four (4) filter types.

  • To add a new filter, click on the Manage button and select Add New.  On the upper right side of the filter page, you will see two options: Name* and Descriptionto name the filter and provide a description. If you leave the 'selected' box checked, this filter will be applied for you once you save it. Then, Filters* is where you provide the relevant criteria (e.g., any AND and OR conditions). Finally, you can import CSV with the Global filter settings to create it on the selected tenant. 
  • To edit or modify a filter, click on the filter's name. The new page where you can modify the Global filter settings will be opened.
  • To delete a single filter, click on the trash can icon adjacent to the filter you want to eliminate. Please note that you can delete the Global filters created only by you, not by other operators.
  • To delete multiple filters, click on the check box adjacent to each filter you want to eliminate, then and under Actions, click on Delete Selected
  • You can see the global filters shared with you and apply them.


License Pool Filters are configured using ‘Manage License Pool’. This function is visible only to the users configured as members of the license pool, who can use it to apply filters to reports. Any new filters added will be saved to a list.  License pool filters are applied only to information that the users who created them are permitted to see. Users can apply Column and Report filters in addition to license pool filters.


V-tenants and Permissions filters are handy for Tenant admin to check which data, reports, and management actions operators can access. They can choose any V-tenant or Permission filter and get rid of this. At the same time, the operator who belongs to a specific V-tenant(s) and/or Permission group(s) can't get rid of these filters.

Note: The V-tenant filter applies not to all reports. Please refer to the attached file for more details.


License pool filters are applied only to information that the operators who created them are permitted to see. Operators can apply Column and Report filters in addition to the filters described above. 


Column Filters are used for filtering tables that appear in reports.  Click on the textbox above a column and the filter you want to apply. That filter will be applied only to that column.


Report Filters, however, will be applied to the entire table. Report filters are used to filter tables with AND and OR conditions based on Online Users and Group Member properties. You can add new report filters by clicking on FILTERS and adding new queries. Fill in each query with specific values. Then, click ‘apply’ to activate the filter.


Please note that Global filters and V-tenant, License pools filters are kept if you move between the reports, while column and report filters are lost once you move from one report to another one.


Using the 'Clear' button, you can remove the filters applied for the specific category, for example, all the Virtual Tenants applied. The 'Clear All' button will remove all filters applied in all the categories. 


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