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Using the dashboard filter tool
Using the dashboard filter tool

How to use the filter tools on your dashboard

Tobi McLennan avatar
Written by Tobi McLennan
Updated over a week ago

Using the Dashboard Filter tool.

The dashboard filter tool is designed to help different of levels of user get  to the types of information they'd like to see on their dashboard. For example, a standard employee is likely only interested in their own actions and records, whereas a team leader will be interested in their team's open actions and records. 

The dashboard filter allows users to filter down to what is relevant to them, and then use the save tool to lock the dashboard view in place as their default view. 

Let's take a look at each setting and what it means. Just be aware that all of these filters work together:

The Record Owner View

  • All Records  (Best for owners and high level management)Shows you data on all records you're allowed to see, whether you or a subordinate owns it or not. So for a user with minimal view rights, this may have no change, but for a team leader with a lot of 'All' tags in their role, they'll see drastic changes.

  • My Records  (Default, best for standard employees)Shows you values related only to records you own. So if you have five outstanding actions, you'll see five outstanding actions.

  • My Team's Records  (Best for team leaders)Shows you values related to your own records AND all of your immediate subordinates in Donesafe (that is, users who have you marked as their manager).

  • My Organization's Records  (Best for team leaders and managers)Shows you values related to your own records and ALL users below you in Donesafe (that is, your direct subordinates, their subordinates and so on)

The Locations Filter

For most employee level users in Donesafe, you can happily leave this filter as 'All Locations'.

The locations filter behaves as you might expect. It will return data only from the selectedLocation. This filter works with your Record Owner filter, which means that if you select 'My Records' and then a location, it will show you data related to your records in the selected location.

To the right of the locations selector, you'll also see the 'Include Child Locations' button:

When activated, this button shows you records, not only from the selected location, but also from all locations below it in your location hierarchy (that is, all locations where the selected location is marked as it's 'parent' and all of those location's children and so on).  As a use case, Let's say you had a parent location as 'Sydney' and then a bunch of locations below it. If you were to select 'Sydney' as the location filter then activate the 'Include Child Locations' button, it will show you data related to Sydney AND all locations below it. 

The Organizations Filter

For most employee level users in Donesafe, you can happily leave this filter as 'All Organizations'.

This filter behaves in exactly the same way as the locations filter, only it looks at the Organisation that records are attributed to. If you don't have organisations set up in Donesafe, then this filter will not show. 

The Save Filter Tool

This one's easy. If you'd like to save the selected filter so that next time you come to the dashboard your saved filters are just the way you like them, then just click this button and the filters will be like this until you save it as something else. 

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