Selecting Overview → Analytics → Switch Analytics → Filters displays the Filters dashboard. The Filters tab is highlighted.  


If Filters have not previously been configured, you can use the dashboard to set up the Filter settings.


Switch Analytics Notification Filters


To create a Filter, click +Add New Filter List.


Switch Analytics Notification Filters Add New Filter List


Enter the Filter List Name and click Create. The new Filter is added to the dashboard.


Switch Analytics Notification Filters Added to Dashboard



Filter Lists can also be created by uploading an Excel file as shown in the example below:


Switch Analytics Notification Filters Excel Spreadsheet Example


Once a Filter List is created you can Edit a Filter list click the Edit   icon.


Switch Analytics Notification Filter Add a Filter Element


Click the Edit   icon once more and enter the new filter element to the list.


Switch Analytics Notification Filter - Filter Element


To save the changes, click the Save icon.


The new Filter element is added to the Filter dashboard.


Switch Analytics Notification Filter - Filter Element Added


The updated Report Filter is displayed in the dashboard.


You can add more Filter elements to a Filter List as Report Recipients and a Folder Path to the Report Filter using Add Report Filter.


Switch Analytics Notification Filter Add Report Filter


To save the changes, click the Save icon. To delete the filter entry click the icon.


The new filter entry is added to the dashboard.


Switch Analytics Notification Filter New Filter Added to Dashboard


The Filters dashboard provides useful features:


Additional Report Filters are added to the dashboard by clicking +Add New Filter List.


Report Filters can also be uploaded using an Excel file by selecting Upload Report Filters From Excel.


UNUM Switch Analytics Filters is based on Skedler Reports.


Additional information on the use and configuration of Filters can be found at: Skedler User Guide.