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 "Date Filter" button. 

Limit the filtered time period

A pop-up calendar will appear. 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

Click the "Select" button under the "Interaction Filter" sign. In the pop-up window, choose the interaction and click "Select."

The selected interaction(s) will appear under the "Interaction Filter" sign.

This filter will display a list of clients that were involved in the selected interaction(s) over the specified time period.

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

Select the required and/or issued credentials that the client is supposed to have. Select the "Received in interaction" checkbox on the corresponding fields if the required or issued credentials have been received by the client as a result of executing the above-specified interaction.

If the filter specifies multiple required or issued credentials, or both, required AND issued credentials, the result list will only show those clients that meet all of the selected filter conditions.

Save the filter

Click "Done"

Created filters can be modified or deleted.

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" sign next to the "Filters" area.

A page "Edit Filter" will appear. Make the necessary adjustments 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.