Reports can be filtered based on individual or multiple parameters, offering flexibility in refining the filtration process.
Steps to filter the report:
- Log in to the web platform.
- Go to ‘Reports‘ from either the left-hand menu or the dashboard.
- Click on filter at top right
- Select individual or multiple filter parameters
Available Filter Options:
- Urgency: Select urgency level like High, Medium, Low, None
- Category: Filter by job or checklist categories
- Sites: Choose the plant/site of execution
- Asset: Filter reports linked to specific assets
- Checklist: Select a specific checklist template
- SOP: Select a specific SOP template
- Assigned to Users/Groups: Find reports based on who it was assigned to
- Completed on (Date Range): Select a start and end date
- Created on (Date Range): Useful for tracking reports created during a certain window
- Schedule Start/End Date: Refines by schedule configuration
- Completed By: Select users who completed the jobs
- Only Schedule: Toggle on/off to view scheduled reports only
5. Once you’ve added the required filters, click Apply to update the report list.
6. Click on clear to remove all filter parameters.
