Configure Quick Filters

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:

1. Click the Insights icon from a Building Dashboard
2. Click the Filter icon to the left of the Search Bar
3. Click Add Quick Filter from the Quick Filters dropdown menu
4. Select a unique name for the Quick Filter
5. Configure the Quick Filter as desired using the tick boxes
6. Click Create

Edit or Delete a Quick Filter

In order to edit a Quick Filter:

1. Click the Insights icon from a Building Dashboard
2. Click the Filter icon to the left of the Search Bar
3. Click Add Quick Filter from the Quick Filters dropdown menu
4. Reconfigure the Quick Filter as desired using the tick boxes
5. Click ‘Save’ to edit or ‘Delete’ to remove