Creating a view filter

You can filter the submissions window to show only specific companies or combinations of company and group. Before you can filter the submissions window, you must create a view filter.

Procedure

  1. In the left pane of the submission status window, click Settings settings icon, and then click View Filters.
  2. In the Dashboard View Filters window, click Create view filter.
  3. Type a name and select one of Companies or Companies/Groups for the filter type.
  4. If you selected Companies, then select one or more companies that you want to see in the submissions window.
  5. If you selected Companies/Groups, then do the following steps:
    1. Select a Consolidation Type and a Structure (period).
      A compressed company tree for the selected consolidation type and period is displayed.
    2. Expand the company tree and select the check boxes for the companies you want to see in the submissions window.
  6. Click Save.

Results

The filter appears in the list in the Dashboard View Filters window.
Note: In the Dashboard View Filters window, you can also edit and delete filters.