How do I use the filter widget or smart filter?

Learn how to filter your data.

How to filter

The search bar not only allows you to search for certain subjects, but also to set up filters and save them for future usage. Click on the filter symbol right next to the search bar to set up a filter.

A new window will pop up where you can select a filter. More specific features will appear when you click on "Add filter ...". Please note that the database labels of the input fields are displayed here. So if you have set them equal to the export label, you need to know which export label you have used for which question. Once you have selected a filter, the subject overview will adapt and your specific filter will appear in the search bar. You can combine multiple filters to specify your search.

If you want to save the filter for future usage, click on the star symbol ⭐ to set up a so-called smart filter. 

First, you need to give your smart filter a name.  Second, the search query will be filled out automatically. You can also edit it if required.  Third, you can select if you want to share the smart filter with everyone else who is using the instance (public) or if it is a personal smart filter (private).  Save the smart filter at the end.
The smart filter will appear on the left sidebar ⭐. You can edit or delete it anytime.

Videos

How to filter with the filter widget

When dealing with a large number of subjects in a study, it can be useful to filter for specific subjects by certain criteria. To do this, go to the subject overview and click on the funnel icon next to the search bar. The filter widget will open in a side window where you can filter by various criteria. Please note that this functions can also be used within the query and (S)AE overview. 

How to filter with the smart filter

In the video “How to filter with filter widget”, we discussed how to filter data in our system. When filters are used multiple times, it can be helpful to save them as Smart Filters for future use. In this video, we will show you how to save Smart Filters and how to apply them.