New Dashboard Client filters

Creating new filter

Click on the "Filters" field.

Select "New filter."

In the “Add filter“ page, name the filter.

Click the "Filter by Date" button. 

Limit the filtered time period

In a pop-up calendar, set the time frames for the results.

Note that the filtered result will display data as of 00:00:00 of the specified "End Date" limit.

Choose interaction to filter

To display a list of clients that were involved in the particular interaction(s) over the specified time period, click the "Select" button under the "Interaction Filter" sign.

In the pop-up window, choose the interaction and click "Select."

To get a list of clients who WERE NOT involved in the selected interaction(s), check the "Select if interactions from list WERE NOT executed" checkbox.

Select the required/issued credential as a filter condition

To filter clients based on certain required or issued credentials, select these credentials from the drop-down lists in the “Required Credential Filters” or “Issued Credential Filters” sections.

Check the “Received in Interaction” or “Issued in Interaction” checkboxes if the credentials should be received or issued to the client as a result of the specified interaction.

If multiple credentials are selected, the result list will display clients that meet all selected filter conditions."

Save the filter

Click "Done"

You can edit or delete the created filters.

Editing the filter

To edit an existing filter, click the “Filters” area and select the filter that needs to be edited from the filter drop-down list.

Click the "Settings" icon next to the "Filters" area.

Make the necessary adjustments on the "Edit Filter" page and click "Done."

Delete the filter

To delete an existing filter, choose the filter that needs to be deleted from the filter drop-down list and click the "Delete" button next to the "Filters" area.

To delete an existing filter, in the drop-down list, select the filter you want to remove and click the "Delete" button next to the "Filters" area.