Filters & Queries

Summary

Filters can be used to answer very specific questions about the data on your project. Filters are present on most of the main pages of a Bluerithm project and can be used to build lists of equipment, work, issues, as well as with the Overview dashboard pages. 

Examples

You may want to know how many systems/equipment on the 1st floor of a building have open issues, have work items are incomplete or in progress, and that are on systems of type AHU. Here’s how you could use the filters to answer that question.  This example is done on the Queries page, but since we’re just looking for Equipment, we could use these same filters on the Equipment page for the same results.

And the results for this example project are:

You may have issues linked to forms or sections of a test. If you wanted to know how many of those still had open issues, you could use filters like this. This example was run from the Summary tab of the Work page.

The results for this example project are:

Filters on Reports

Filters can be used in the same way as the examples above, and any other scenario you need, when creating reports. See the article about reports for more information.

Saving and Sharing Filters

You can save and share filters with the project team. 

Once filters are selected, you can click the Save Filters button, name the filter set, select who to share the filter with, and click Create. 

You can share filters with individuals, or the entire project team at once by clicking the 'Project members' option. 


Once the filters are saved, they'll be available to anyone they've been shared with. 

To load saved filters and the data from them, on any page with filters available, click Load Filters and Get Results. This will automatically apply the saved filters and refresh the data on the page. 

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