Searching for Using the Filter in your Schedule Views and Reports.

The filter is used to narrow the information shown in all your views and reports. You can apply or modify a filter by selecting Open Filters from the Views menu or quick filter list. Once a filter is applied it could effect all views and reports until it is cancelled. These can be saved for common searches and filtering, then selected from your filter list.

NOTE: There are 2 very different parts to a filter that effect different parts of your schedule and reports.

Event Filter

The Event Filter allows you to filter your Events based on date, field data and the resources tagged, or not tagged, in those events. All views and reports that have events are effected by this filter like Calendar Month, List, Gantt and Map.

Group and Resource Filter

The Resource Filter allows you to filter your Groups and Resources. Only views and reports that have resources are effected by this filter like Timeline and Dashboard.

An example of views and reports that include groups and resources include the Timeline View and Sample Report 2. The resource filter will have no effect on views and reports that have no groups or resources like the List View, Gantt View or Sample Report 1 as these just lists events.

Some views and reports have both resources and events like the Dashboard or Sample Report 2 so both filters can be used to filter different parts of the view and report.

Saved Filters

If you have a list of filters you run often you can save these and access them quickly from the filter dropdown list.

If you have problems viewing this video you can also view it on YouTube by clicking this link.

Last updated on Jul 9, 2019
Schedule it Ltd

Subscribe to our newsletter and receive our free scheduling tips and articles to help you improve the planning in your business. Unsubscribe anytime.

Login Support and Help
Register Blog
Features Privacy Policy
Online Pricing Terms and Conditions
On-Prem Pricing Industry Sectors
Latest Version Reviews and Feedback
Live Webinar Status
Web App Team Scheduling
iOS App Employee Planning
Android App Customer Scheduling
Zapier App Engineer Scheduling

Start Your Free Trial Today

Copyright © 2003-2020 Schedule it Ltd. All rights reserved.
Schedule it on LinkedIn   Schedule it on Twitter   Schedule it on YouTube   Schedule it on Facebook
Join Us - Live Webinar