Create a Custom Filter

To create a new custom filter:

  1. Open the Filter Manager
  2. Select New Filter or Clone Filter
  3. Select the tabs to configure the filter Details, Devices, Clients, Features, Checks, and Tasks
  4. Select a filter action in the South-pane to Preview Results, Run in Dashboard or Clear Changes.
  5. Apply the custom filter on your Dashboard

Filter actions

Filter action Description
Preview Results Displays the results for the selected filter so you can view the results of your changes without alternating between the Dashboard and the Filter Manager.
Run in Dashboard Apply the selected filter to your Dashboard where it is selectable from the Device filter drop-down.

This filter does not have the session permanence of a favorite and is removed when your current session ends, or another filter is selected to Run in Dashboard.

Applying Run in Dashboard does not automatically save the current filter selection.
Save Changes Save the current filter selection
Clear Changes Reset the filter selection for all sections

Details, Devices, Clients, Features, Checks, and Tasks tabs

Details

Field Description
Filter name Enter a name to identify the filter on the Dashboard (required)
Filter Description Enter descriptive information about the scope of the filter (optional)

Devices

Field Description
Filter by Device Type and Status Select the device types and states to display on the Dashboard when the filter is applied
Filter by Operating System Begin typing the Operating System name to return suggestions.

To view all available Operating Systems, click in the box and then press the down button on your keyboard.

Clients

Field Description
Filter by Clients and Sites Select the Client and Site combinations. Begin typing the Operating System name to return suggestions.

To view all options, click in the box and then press the down button on your keyboard.

The entered search term is queried against both the Clients and Sites.

Select the trash can icon to remove a Client and Site from the selection.

Features

Field Description
Filter by Feature Select the features and states to display on the Dashboard when the filter is applied

Feature Filter Exclusions - Linux devices

If you create a custom filter, and select any status in the Feature tab, including Not Installed and Not Compatible, Linux devices are excluded from the results. To include Linux devices in a custom filter, leave the Feature tab blank.

Checks

Field Description
Filter by Checks Begin typing the Check name to return suggestions.

To view all options, click in the box and then press the down button on your keyboard.

Select the required checks and then select the target states.

Select the trash can icon to remove the check from the selection.

Tasks

Field Description
Filter by Tasks Begin typing the Check name to return suggestions.

To view all options, click in the box and then press the down button on your keyboard.

Select the required tasks and then select the target states.

Select the trash can icon to remove the task from the selection.