Selecting Alerts / Reports → Filters displays the Filters dashboard. The Filters tab is highlighted.  


Filters provide useful functionality when combined with the Reports feature.


Filters created either manually or using the spreadsheet import function will appear in the Reports creation wizard as a drop-down selection.


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


UNUM provides access to specific feature help documentation via the Help Button  icon.


Alerts / Reports Filter Dashboard


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


Alerts / Reports Filters Add New Filter List


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


Alerts / Reports Filters Added to Dashboard



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



Alerts / Reports Filters Excel Upload Feature


Click Upload Filters From Excel to select an Excel spreadsheet containing the filter settings. Click Create.


Alerts / Reports Filters Excel Spreadsheet Example


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



Alerts / Reports Filter Added to Dashboard


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




Alerts / Reports Filter Edit Function



Alerts / Reports  Filter - Filter Element


To save the changes, click the Save  icon.


The edited Filter element is updated and added to the Filter dashboard.



Alerts / Reports Filter - Filter Element Added


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



Alerts / Reports Filter Add Report Filter


To save the changes, click the Save  icon.



Alerts / Reports Filter Add New  Filter



To delete the filter entry click the icon.


The filter entry is removed the dashboard.



Alerts / Reports Filter New Filters Removed from 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.


Additional Information


UNUM Filters is based on Skedler Reports.


For additional information on the use and configuration of Filters refer to: Skedler User Guide.