Filter Databoard Information

Use Databoards in the Advanced Tools submodule in the Settings module to filter databoard information.

To use Databoards in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To filter databoard information:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the databoard information that you want to filter.
3. In the left pane of the Settings page, click Advanced Tools > Databoards.
4. On the grid toolbar, use the drop-down list to select the databoard that has the information that you want to view and filter.
5. Click the View tab and click the grid type databoard view.
6. On the tab toolbar, click .
7. In the dialog box, select the filters that you want to use on the databoard information.
   Note: When you select the filters,, they are applied automatically.
8. Click to close the dialog box.