Saved Analysis Filters

Saved Filters allow users to save a set of filters as a preset in Detailed Analysis. You can create or apply a saved filter by clicking the Bookmark icon (). You can save multiple filters and toggle between them quickly.

Creating Your First Saved Analysis Filter

Quick Guide

1. Select Detailed Analysis () in the Analysis section of the main menu.

2. Use the drop-down menus to select the data you want to view.

3. Configure the drop-down menus and chips to adjust the data view. Then, select the Bookmark icon ().

4. Ensure the chips show the desired filters, name the filtered view, and click Create.

Note: You do not need to select every field to save a preset. Text entered into the search box cannot be saved as part of a Saved Analysis Filter.

Illustrated Guide

Step 1: Select Detailed Analysis () in the Analysis section of the main menu.

Step 2: Use the drop-down menus to configure the analysis:

• Data – Select a framework, document type, and date range for which to view the analysis.

• Columns – Choose whether the columns represent Dimensions, Domains, or Totals.

• Rows – Determine what type of information is represented by the rows. You can choose a Group By option if desired to further organize the breakdown of information.

• View – Select a data view: Graph/Percent, Table/Percent, or Table/Score.

Toggle Show Inactive Forms on if you want to include data from inactive forms in the analysis, and then select Create.

Step 3: Configure additional filters as needed to fine-tune the data view. Then, select the Bookmark icon ().

Step 4: Verify your saved filters, enter a Name for the filtered view, and then select Create.

Creating New Saved Filters After the First

Quick Guide

1. To create another preset, select a new series of filters and click the Bookmark icon ().

2. Click Save Current Filter Set.

3. Name the filter set and click OK.

Illustrated Guide

You can save several filter presets, particularly if you manage a variety of evaluations or staff members. Create Saved Filter presets for different groups.

Step 1: To create another preset, select a new series of filters and click the Bookmark icon ().

Step 2: Click Save Current Filter Set.

Step 3: Hover over the Save Current Filter Set button to view detailed information to aid with naming.

Step 4: Name the filter set and then select Create.

Applying, Previewing, and Deleting Saved Filters

Quick Guide

1. Select the Bookmark icon () to load the saved filters.

2. To apply a saved filter, select the desired saved filter and click OK.

3. Hover over the Information icon () to view details about the preset.

4. Click the Delete icon ( ) to delete a saved filter.

Caution: You cannot edit saved filter presets. You must create a new preset. Take caution when deleting saved filter presets. Deleting a preset is permanent and irreversible.

Illustrated Guide

Step 1: Select the Bookmark icon () to load the saved filters.

Step 2: To apply a saved filter, select the desired saved filter and click OK.      

Step 3: Hover over the Information icon () to view details about the preset.  

Step 4: Click the Delete icon ( ) to delete a saved filter.