Using Dashboard Filters

Many of the dashboards in FI Works have filters that allow you to narrow the amount of information included. Some dashboards require you to enter values for a filter before they will run.

Some filters affect other filters on the same dashboard. In the example below, selecting a state filters the list of cities that are available.

mceclip2.png

The yellow warning icons by the filter indicated that a filter value is required.

Setting Filters

To set a filter value:

  1. Click on the filter to select the filter value.
  2. The filter will list the available choices.
  3. You may also start entering the first few letters of the value to narrow the available choices.
  4. Click the run button mceclip1.pngto see the dashboard.

Filter Types

Toggle

Checklist

etc