Filtering & Views
- Former user (Deleted)
- Mary Hogan
- Sage Longpre
Filtering while in the Reader is used to narrow down what applications you are currently viewing. This is especially useful during peak times when you may have dozens or even hundreds of applications in some bins!
If you find yourself using the same filters each time, you can save your own custom “View” in the Reader with those filters rather than applying those filters each time.
Here are instructions to get started with filtering.
How to Use a Shared View
1. From the Search or Queue page, go to the column on the right and click the icon under the dropdown. The image below has “default” selected. You’ll need to be sure that you at minimum, have Default selected in order to see applications. If you do not have any view selected, no applications will show up in the reader.
2. A pop-up box called Customize View will appear. The drop-down list includes all of the Shared Views you have access to. For example, if your reviewers wish to see all the applications for which they’ve submitted reviews, they can select the view called “My Reviews” here. Click update to see the results.
If you have a suggestion for additional Shared Views you would like to have available in the drop-down list for your department, please let us know!
How to Add a Filter to a View
1. In the “Customize View” pop-up (see instructions above) you can also add your own filters to narrow down the results. Click “Filters” to add a filter.
2. Select the field you would like to filter for so that it is highlighted in dark blue, and click Continue.
3. The next box is where you further define your filter. Select the specific option you would like to see in your search, and click Save.
Click “Update” in the Views box to save your filters. The Reader is now showing you all the applications that fit your filter criteria.
We know there are a lot of options in the list of filters! If you want to filter for a specific piece of information and you’re not sure what the filter may be called, just email us to ask! You can also check out our Query Cheat Sheet for a list of the most commonly used filters!
How to Change / Remove a Filter
If you need to remove a filter, scroll down in the “Customize View” pop-up to the “Filters” section and hover your mouse over the filter you need to remove. Click the X at the end of the row to delete it.
You can also click the Pencil icon to the left of the X in order to edit what your filter is looking at. For example, the “Round” filter in the above image is a common filter that ensures you’re only looking at the current academic year -- i.e. current “round” -- of applications. If you want to look at applications from previous rounds, you can click the Pencil and see this pop-up:
By selecting the round “Graduate - 2024” your filter will now filter out all applications except for those for the 2024 academic year. If you wish to select multiple years, hold down the control key while clicking in the list on which years you want to view.
How to Save Your Filters as a Custom View
After you’ve added filters to your search, the name of your View will now be called “Default (modified).” To save a copy of this set of filters, click the “Copy” icon next to the drop-down bar:
You will be prompted to give this custom view a name. Click OK to save. The View you just saved will be listed under your “Personal” views in the drop-down:
Updating Your Custom Views
If you add additional filters to your custom views, the changes will not be automatically saved. The View will be called “Title (Modified).” To save additional changes to a view, click the checkmark next to drop-down bar: