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Searching, Using Filters, Setting Dates - Overview

Your time is too valuable to sift through all your data.  Find what you need by narrowing dates and filters. Information on Searching, using Filters, and the Date Field for great reports is just below.

SEARCHING 

Search by column by typing into the Search box to find data based upon a specific data set.  

To control which columns are searchable, click "Personlize Report".  Under the Personalize Report options, enable/disable (enable = blue; disable = grey) columns under "Enable to Search Column on Report".

Note: To search a specific name, please search by first or last name only. 

5_Searching_Data_Columns.png

 

FILTERING

Filters can be found to the right of the search box. These filters will adjust to the focus of the report, although the majority of the reports have a Course Filter.  Other filters include filters for specific activities and/or cohorts. 

Note: Because the data is called in real-time, IntelliBoard defaults to selecting the first course in the first category.  

5_Filtering.png

FILTERING BY A CUSTOM USER PROFILE FIELD 

You can add Custom User Profile Fields, as well as a Custom User Profile Field Filter, to any report with individual users information.  

To add a Custom User Profile Field Filter, click "Personalize Report".  Under the Personalize Report options, enable/disable (enable = blue; disable = grey) custom user profiles at the bottom of the screen.  Select the specific custom user profile field to filter on under "Custom User Profile Fields Filter".

5_Custom_Profile_Field_Filter.png

FILTERING BY TIME

Note: The date filter uses a specific data field to narrow by date.  This is report specific.  Some reports have multiple date filter options, however you still must select one specific data field prior to a search. 

To change the date field, please click on the date filter (e.g. "All Time).  5_Selecting_Date.png
Simply click on a Preset Date option (do not miss additional options under "More Preset Dates" 5_Selecting_Preset_Date.png

Choose a Custom Date Filter

 

Once you click Custom, you'll see a date box.  Click your first date. Navigate to the end date. Click the end date. Your custom date will appear.

5_Custom_Date.png

HELPFUL TRICKS:

EDITING CUSTOM FIELDS:
Use the arrows highlighted by the orange boxes to change the month.  Use the arrows highlighted by the yellow boxes to change the year.

5_Custom_Date_Helper.png

REPORTS WITH ONE DATE FILTER OPTION:  The specific data field will be listed in the grey box when clicking on the date filed. 
5_Date_Filter_One_Topic.png

REPORTS WITH MORE THAN ONE DATE FILTER OPTION:  The date fillter will say "Select Date Filter from Drop Down" and you should select your preferred filter from the yellow box noted below.5_Date_Filter_More_Than_One_Topic.png

 For additional assistance, please email Support@IntelliBoard.net or click HERE

 

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