Filtering Content in the Tree

How to:

If your Dashboard view has the tree filter enabled, you will be able to filter the items that appear. Filtering is available from the top of the tree.

Top of page

Procedure: How to Filter the Tree
  1. From the top of the tree, click Filter.

    The Filter dialog box opens, as shown in the following image.

    Filter Dialog Box

  2. Enter your filtering criteria in the Filter On field.
  3. Optionally, select on option from the Type drop-down menu. You can filter reports, links, Master Files, and a range of documents, as well as Schedules, Distribution Lists, and Access Lists.
  4. Click the Apply Filtering icon.

    Only items that match the criteria are displayed in the tree, as shown in the following image.

    Tree After Apply Filtering is Selected

Note: You can remove the filtering by clicking the Clear Filtering (X) icon at the right of the Filter On field. Filtering is also removed when you log off.