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Filter the File Listing

You can filter the File List in order to find the files and folders you are looking for faster. Creating folders can help users find reports of interest to you.

Note: Each user's profile is uniquely configured and permissioned by the Account Administrator. Your view may differ slightly. Contact your Account Administrator for further assistance.

1. Access File Manager

Access the File Manager:

  1. Click the Analytics Settings button from the Main Menu Bar.
  2. Then select File Manager from the menu.

2. Navigate to the folder

  • Navigate to the folder where your file is located by clicking the folder name in the Directory Listing section.
Note: Selected folder background changes to orange.
Tip:

If you want to jump to a folder that is buried in several other folders, use the Directory Listing. You can click the black triangle next to any folder name to see any folders within that directory, and navigate to the desired folder. Clicking on a folder will display its contents in the File Listing section.

3. Click Filter

  • Click the Filter button located in the column you wish to Filter.

4. Select Filter Options

  1. Select one of the following options for the Show items with value that.
    • Starts with
    • Contains
    • Is equal to
  2. Type the term you wish to filter your results on in the available box.
  3. Click Filter to apply or Clear to discard your changes.

5. View The Filtered File List

  • The File Manager page will refresh and the list will only show the filtered results.

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