Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.

  2. Select SEARCH CASES.

    image-20240325-141235.png

  3. A new browser window will open.

  4. Select SAVE FILTER TO FAVORITES.

    image-20240325-141354.png

  5. The Save To Favorites window will appear.

  6. If applicable, place a checkmark in the Default checkbox.

  7. Select from the Fill or Fill & Execute radio buttons.

  8. Enter a unique Filter Name.

  9. Select SAVE FILTER.

    image-20240325-142002.png
  10. Return to the previous window and confirm that the filter is now available in the Favorites Searches dropdown menu.
    (info) It may be necessary to refresh the browser window.

    image-20240325-141617.png

...

Related Pages

Select Columns to Show

...