Home > EMTrack > EMTrack Filters > Edit a Filter


You can edit any filter you created.

Search criteria are key to building useful dashboard components. Refer to Element: Filter for display options and Elements: Search Criteria for details and examples.

To edit a filter, follow these procedures:

  • Select the filter to edit
  • Change columns
  • View your search results
  • Share and save your filter

If you have the appropriate role, you can include archived and deleted clients in your search.

To select the existing filter

  1. Click the Filters tab.
  2. In the left pane, click the Find Filters link. A window opens.
  3. Select the appropriate tab:
    1. My Filters
    2. Your division or region
    3. All
  4. Click the filter you want to edit. The window closes and the Filters tab shows the existing search terms for this filter.

To change columns

Your filter needs to include at least one column if you want to use it in a Client List gadget. You can add to and change columns for the filter.

  1. Click the Columns button.
  2. In the list, select the check box for each column you want to include. The column moves to the top of the list.
  3. To remove a column, clear its check box.
  4. In your selected columns, click and drag columns to set the order you want.
  5. Click the column by which you want to sort your search results.
  6. Click outside the list to close it.

To view your results

  1. Click Search.
  2. If you want to change your search criteria, click Refine Search and repeat the appropriate steps.

To share and save your filter

  1. Click Save.
  2. If appropriate, change the filter's Name.
  3. If appropriate, change its Description.
  4. If you want to share this filter, set or change sharing.
  5. Click Save.