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Using dashboard quick filters

Modified on Thu, 17 Nov 2022 at 02:41 PM

At the top right of any dashboard or list, you will find a dynamic set of quick filters.

The example below is taken from the Journals List. 

Here, the quick filters allow you to narrow down the number of documents by:

Each quick filter offers a different way to narrow down your search by criteria:

Yes/No toggle

Drop-down choice

Data Ranges

Multi-Select (available from version 22.1 onwards)


Yes/No toggle

This simple toggle filters results by whether or not the document has been posted. The filter currently in use is orange. Clicking on the X removes the quick filter.

By clicking here, you activate a drop-down of all your account numbers. You can also start typing the number in the box. Clicking on the X removes the quick filter. 

Data Ranges

Both Period and Date range filter data by a specific range.

When you click on Date range, you have two options:

1. Choose the start or end date from the calendar date picker that appears.

2. Type in the number of days in the past you want to search by.

When you click on Period, you will choose the specific period you are searching for.

These quick filters are only valid for your current session. They will have reset the next time you log onto Aico.

Multi-Select (available from version 22.1 onwards)

You can now select multiple values in a dashboard filter. This allows you more flexible and fine grained reporting. 

Click on the multi-select icon which appears on the right-hand end of a filter when you hover.

1. Click all the items you want to filter.

2. A new Clear search filters button makes it easier to show that filters are set and remove them.

Each list will have different quick filters that have been set up by your administrator. You can't change the quick filters on shared dashboards, but you can create your own list and choose your own quick filters. If you would like to set up your own list, you can read more here.

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