Master Filter

The master filter allows you to configure default settings for your modules and dashboards. You can choose from time-based filtering options, employee-based filtering options, contact-based filtering options, or any combination of these. You can also choose to leave the master filter at its default settings and safely ignore the task in the next section.

Configure the Master Filter

1. Click the Expand icon (indicated by a downward-pointing angle bracket) on the left side of the KPI Bar.
2. For Date Range, select a value from the drop-down list of common ranges. To configure your own date range, select Custom and then use the date selectors to enter values in the From and To fields.
3. Clear the checkboxes for any days of the week on which you do not want the dashboard modules to run. By default, the modules run every day. 
4. Select values from the Amount and Interval drop-downs to configure the frequency at which the dashboard modules should run. For example, to run the modules twice per day, you might type 5 in the Amount field and select Hour for the Interval field.

   The Interval value must be shorter than the Date Range value. For example, if you choose a week for the date range and a month for the interval, the system will not be able to pull data for the modules.

5. Select the checkbox if you want to enable the time slider, and adjust the slider to show the time period you want to use. The time slider allows you to further limit when the dashboard modules run. The example in the previous step mentioned setting five hour intervals to run the modules twice per day. However, in a 24-hour period that interval would actually result in the modules running four times. You might therefore set the slider values so that the modules run only between 8:00 AM and 8:00 PM.
6. When you have finished configuring time-based filters, click Apply in that section.
7. To set filters based on employee units, select from the increasingly granular drop-downs of Company, Regions, Floors, Teams, and Agents. You can make multiple selections within each drop-down. Click an item to select it; click it again to remove it from your selection. If you do not want to see a drop-down level, click the icon (a right-facing angle bracket in a circle) immediately to its left. The Display icon (indicated by an eye) to the left of these drop-downs indicates that module data is displayed based on these selections.
8. To set filters based on contacts, select from the increasingly granular drop-downs of Account, Campaign, Skill, and Point of Contact. You can make multiple selections within each drop-down. Click an item to select it; click it again to remove it from your selection. If you do not want to see a drop-down level, click the icon (a right-facing angle bracket in a circle) immediately to its left. By default, inView displays module data based on the employee unit filters. If you want to display by contact-based filters instead, click the Filter icon (indicated by a funnel) to the left of these drop-downs. It will change to the Display icon.
9. Click Sum to combine multiple results in a module into a line item. For example, if you run a module that displays data for multiple teams, Sum combines the data for all of the teams into one total and includes that total in the module display.
10. When you have finished configuring employee and contact-based filters, click Apply in that section.