Interacting with Platform
  • Sign In
    • Resetting Password
    • Force Login
  • Homepage
    • Header Menu Panel
      • Apps Menu
      • Help
      • User Profile
    • Filter Panel
    • Document Folders
      • Document Options
        • Accessing Document Options
        • Options Assigned to a Folder
        • Options Assigned to a Linked URL
        • Options Assigned to a Report
        • Options for a Published Dashboard
        • Options for a Published Form
        • Options for a Published Datasheet
    • Search Option
    • Sorting Documents
    • Left Menu Panel
      • Module Icons
      • Data Catalog Search
      • Data Search (Global Search)
      • Notifications
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  1. Homepage

Filter Panel

This section explains how to filter the documents using the filter panel provided on the platform homepage.

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Last updated 12 months ago

The Filter functionality helps to filter the available platform documents by the selected category.

  • Navigate to the platform Homepage.

  • The List All option is the default filter option for the platform documents.​

  • As a result, all the available documents stored under the My Documents folder get listed (by default).

  • Select a Document Category. E.g., the Report category has been selected in the given image.

  • The homepage displays only the documents/ folders based on the selected category. For example, the following image shows only available Reports since the Report option is selected as a filtering category.

Please Note:

  • The Homepage displays the available documents under the My Documents folder as it is the default documents folder of the Platform.

  • The Document Filter option filters folders and files from Public Documents, Favorites, and Shared Documents folders.