Report Dashboard Labelling and Filtering

How to Create and Assign a Label to Your Report
How to Filter Your Reports

With labels and filters now available in the Report Dashboard, you will have greater control over which reports are visible to you in your view as an Admin, saving you time previously needed to search and scroll.

How to Create and Assign a Label to Your Report

Click Reports (located in the navigation bar at the top of your SMA Admin Dashboard)
Click the “Labels” button
Click “Create label”
Give your Label a name + click “OK”
Select (1) or Multiple Reports using the selection on the left hand side of the screen
Once your selections have been made, click once again on the “Labels” button, select the label(s) to apply to your Report(s) + click “Done”
You will notice that the Reports selected will now have a Label designation in the Label column

How to Filter Your Reports

Click Reports (located in the navigation bar at the top of your SMA Admin Dashboard)
Click “New Custom Filter” in the top right hand corner of your screen
Select your Condition (i.e. Type, Programs, Created by, Labels)
- Chose your “Equals”, “Not Equals”, “Is one of”, “Is not one of”
- Chose your condition to match
Click “Apply Filter”.

You can save your filter for future use as well as share this filter with other Administrators.

November 2024

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Report Dashboard Labelling and Filtering

How to Create and Assign a Label to Your Report

How to Filter Your Reports

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