Support Portal

Creating Filters

To create a new filter, click the blue "New Filter" button in the top right corner of the Data Filter screen. 



Name your filter in the top right corner text box. Next, select specific questions and answer choices to filter. For every selection, the numbers in the baseline will change to reflect the filtered data. In the example below, the goal was to understand where data regarding Past and Current Employees exists across the organization. The two Data Subjects were selected, and the numbers updated to show the impact of the query. 



It's important to understand the distinction between "And" and "Or" functionality. "And" specifies one or more answers that must exist to pull the data into the filter. If any one of the conditions does not match the filter logic, the data will not be shown in the filter. "Or" specifies one or more conditions where at least one answer was selected to pull the data into the filter. If one of the filter conditions does not match a specific record, but the other condition does, the data will be shown on the filter.

All conditions made to the filter populate in the far-right column for your review. Once you have completed your changes, click "Save & Close" to create the filter. To start over and remove the conditions, choose the "Clear Filters" button. The "Cancel" button will not save any of the conditions and return you to the Data Filters list screen.