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Save Favorite Filter in Dashboard Module

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CMO has Introduced a new Favorite option in the Dashboard module. This allows the user to filter the dashboard based on Org Unit and multi select Entities and save the filter setting as a favorite in the Dashboard.

How to Save Favorite Filter

1.       Navigate to Dashboard > Filter setting > Org Unit and Entity filter options.

Save Favorite Filter in Dashboard Module

2.      From the Org Unit and Entity dropdown, select the Org Unit and multiple entities.

Save Favorite Filter in Dashboard Module 1

3.     Go to Favourite filter > from the drop-down and select the Save Favourite Filter option.

Save Favorite Filter in Dashboard Module 3

4.       A New Favourite filter pop-up window is displayed. Enter the name of the filter to save it as a favorite filter.

Save Favorite Filter in Dashboard Module 4

5.       The new favorite filter is saved in the Favourite dropdown. The user can edit and delete the favorite filter using the Manage Favourite Filter option available in the Favourite dropdown.

Save Favorite Filter in Dashboard Module 5

6.       Click on the Cogwheel, it displays the Edit and Delete options. Select either of the options to edit or delete the favorite filter.