Tip #49 - Generate Reports from the My Filters Panel

Did you know that you could use the “My Filters” Panel on the My SmartAdvocate Screen to quickly generate reports from Case Browse and Calendar Filters you have created? The “My Filters” Panel (if set to appear on your MySmartAdvocate Screen[1]) will show filters you have created in Case Browse and Calendar Filters. You can run the appropriate report by simply clicking on the name of the filter.

Although the list of filters shown here are also available as a list on the Main Menu under the Favorites Tab, the My Filters Panel will also show you the actual criteria used in the filter.

In the example highlighted above on the My Filters Panel (New Cases Last 30 days) the criterion used for the filter are shown right in the panel. Therefore, you can quickly spot what filters are being used for the report right in the panel. If you were to select the same report from the Favorites tab, you would see only the name of the report but not the filters used to generate the report.

Please note that the My Filters Panel will show you your Filters created in Case Browse and Calendar Filters.[2]
Your unwanted filters can be deleted directly from the My Filters Panel. Deleting a filter from the My Filters Panel will also remove it from your Favorites list.

[1] To have the My Filters Panel appear on your My SmartAdvocate Screen, click the ‘Configure’ tab in the top right corner of your screen then click the checkbox for ‘Favorite Filters’ from the drop down.
 

[2] Favorites on the Main Menu will show filters created in Case Browse and Calendar Filters in addition to cases that you have marked as favorite, your SmartAdvocate pages saved as favorites and any external links saved as favorites.