Adding Document Filters

  1. With a list of documents or questionnaires displayed in the Available Documents window, click Add Filter(s).
  1. For Filter By, click an option.

Important: In some reports, a Filter By option is preselected and not changeable.

  1. For Date Range, click an option.
  1. Click Add Filter.
  1. (Optional) Repeat steps 2 through 4 to add another filter to work in combination with the first filter you added. For example, you might want to filter for only those documents/questionnaires that were created within the last 90 days and that were published within the last 30 days.
  2. Click Apply.

Note: To clear any applied filters, below the Available Documents box, click Clear Filter(s).