Description
Quick Filters allow users to configure and save filtered views for their Insight Logs.They are specific to each user, which is to say setting up a Quick Filter in one Building allows you to use that Quick Filter in any other.
Create a Quick Filter
We can filter the Insights Log on six different fields:
- Date Range: The date and time when the Insight was produced
- Weekday: The day of the week when the Insight was produced
- Priority: General rating of importance (set in Rule)
- Prioritized By: More specific rating of importance (set in Rule)
- Type: Sort of finding (set in Rule)
- State: Snoozed or Active status (set in Insights Log)
In order to create a Quick Filter:
- Click the Insights icon from a Building Dashboard
- Click the Filter icon to the left of the Search Bar
- Click Add Quick Filter from the Quick Filters dropdown menu
- Select a unique name for the Quick Filter
- Configure the Quick Filter as desired using the tick boxes
- Click Create
Edit or Delete a Quick Filter
In order to edit a Quick Filter:
- Click the Insights icon from a Building Dashboard
- Click the Filter icon to the left of the Search Bar
- Click Add Quick Filter from the Quick Filters dropdown menu
- Reconfigure the Quick Filter as desired using the tick boxes
- Click ‘Save’ to edit or ‘Delete’ to remove