What is a filter?
A filter is a search tool for sorting reports. The Filter menu is located next to the field where you select a report definition.
When you set up a filter, you can select which report definitions will display in the Definition menu. Connect will only display the report definitions assigned to the selected filter in the drop-down list.
You can set up filters for to show report definitions for users, tasks, checklists, and so on. There is no limit on the number of filters you create.
Related links
How do I add report definitions to an existing filter?
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I delete a filter?
When a filter is no longer useful, you can delete it from Connect. Deleting a filter 1. Open the Connect report. 2. Click Filters. The Manage Filters form displays. 3. Find the section titled Filter Name. 4. Click to select the filter that you want ...How do I select my default filter?
When you log in, Connect will use your default settings for running Connect. When you open a report, Connect will select your default filter as the display setting. You can choose which filter you will use as your default filter. Selecting my default ...How do I add a filter?
Create a new filter to search for report definitions in Connect. Adding a filter 1. Open the Connect report. 2. Click Filters. The Manage Filters form displays. 3. Click Add a New Filter. 4. Click to select the field titled Filter Name. 5. Enter the ...How do I filter pending assets?
If you need to sort the information in the Pending Assets list, you can use these options. The last row in the Pending Assets lists will show which filters have been applied. Sorting pending assets in alphabetical/numeric order Click on a column ...How do I filter pending assets?
You might filter pending assets to quickly find and review specific assets that still need approval, updates, or processing. Filtering helps narrow the list by criteria such as department, asset type, date, status, or location, making it easier to ...