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FAQ How do I filter widgets

By Mel Ikac | FAQ | Comments are Closed | 1 January, 2019 |

How do I filter widgets?

To Filter your Widget:

1. Select the ‘Edit’ button at the bottom of the page and the Filter, Export & Settings buttons shall display at the top right of each Widget.

2. Select the Filter button (Funnel Icon)

3. Select the field you wish to display and select the >> arrows button, and select Save at the bottom.

Once a Global Filter option is applied, it will restrict the data included to a subset. For example, if a customer only wants Active records displayed, a Global Filter can be applied to exclude records with status of “Closed” (as shown below). To stop this filter, simply select the Reset button.

 

This FAQ relates to myosh Viking. Click here to find out which myosh software version you are using.
Dashboard

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