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Modify the Properties of Personal Dashboard Filters

Cloning a filter means you can make a copy of an existing filter, modify it, and save it with a new name. This allows you to retain the existing filter and while using its basic format to create a new one.

  1. On the main toolbar, click Personal Dashboard.
  2. On the main toolbar, click the Filters icon.
    The Personal Dashboard Filter Manager window appears.
  3. Select the filter with properties you want to modify.
  4. Right-click the grid, and then click Properties.
    The Personal Dashboard Filter Properties window appears.

  5. Make your modifications and click OK.

  6. Click OK.

  7. You are prompted for when to apply the filter.

    • To apply the filter to the currently retrieved data, click Yes.

    • To apply the filter after the next screen refresh, click No.

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