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Using saved filters in Axiom Intelligence reports

Filters that are used often in Axiom Intelligence reports can be saved to the centralized Filter Library for reuse. Once a filter has been saved, you can open any Axiom Intelligence report and apply the filter to that report.

The ability to save and reuse filters can improve ease-of-use by allowing you to easily apply frequently used filters, without needing to define the filter each time. Additionally, when using the Filter Library, you can change report filters without needing the ability to edit the report.

The Filter Library panel is available to any user who has at least read permission to one or more Axiom Intelligence filters in the Filters Library. If you do not have this access, then the filter icon does not display on the task bar.

Example report showing relationship between Filter Library panel and the Filter pane

Applying a saved filter

While you are in an Axiom Intelligence report, you can apply a saved filter in the Filter Library to that report. When applying a saved filter, you can choose to apply it at the page level or the report level, and you can choose whether to overwrite existing filters or append to existing filters. The data in the page or report is then refreshed according to the applied filter.

Saved filters can be applied to any Axiom Intelligence report, whether it is in view-only mode or edit mode. If the report is in view-only mode, then the filter will apply to the current session only. If the report is in edit mode, and you choose to save the report after applying the filter, then the filter will become saved in the report.

To apply a saved filter to an Axiom Intelligence report:

Click the Filter Library icon in the Web Client Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document..

Filter Library panel

In the Filter Library panel, review and set the following options as needed:

Item	Description
Context	Specifies the context where the filter will be applied. Select one of the following: Report: Apply the filter to all pages of the report. The filter will be placed in the Filters on all pages section of the report's Filter pane. Active Page: Apply the filter to the current page of the report. The filter will be placed in the Filters on this page section of the report's Filter pane.
Apply Filter Action	Specifies whether the applied filter overwrites the existing filters or is appended to the existing filters: Replace Existing: The selected filter replaces any existing filters in the specified context. Append to Existing: The selected filter is added to any existing filters in the specified context.

Item

Description

Context

Specifies the context where the filter will be applied. Select one of the following:

Report: Apply the filter to all pages of the report. The filter will be placed in the Filters on all pages section of the report's Filter pane.
Active Page: Apply the filter to the current page of the report. The filter will be placed in the Filters on this page section of the report's Filter pane.

Apply Filter Action

Specifies whether the applied filter overwrites the existing filters or is appended to the existing filters:

Replace Existing: The selected filter replaces any existing filters in the specified context.
Append to Existing: The selected filter is added to any existing filters in the specified context.

Click Apply Filter to select the filter to apply.
In the Filter Library dialog, select the filter that you want to apply, and then click OK.

This dialog shows all Axiom Intelligence filters that you have rights to access, as determined by your security permissions to the Filter Library.

Example Filter Library dialog

The selected filter is applied to the context specified in the Filter Library panel, using the specified action. If the selected filter includes multiple filter cards, all of the cards are added to the context. Additionally, the last filter that you applied displays at the bottom of the Filter Library panel, for reference.

Example Filter Library showing the last filter applied

NOTE: Axiom Financial Institutions Suite does not perform any validation to determine whether the selected filter is relevant to the current report or page. Depending on the report configuration and the data shown, the selected filter may have no impact on the report or the page.

For example, imagine that you are in the following report. This report has an existing Year filter that is applied to all pages of the report.

Starting filters in report

Then, you use the Filter Library panel to apply a filter. The Filter Library panel is currently configured as Context=Report and Apply Filter Action=Replace Existing. Your selected filter therefore overwrites the current report-level filter, so that the previous Year filter is now replaced by an Entity filter.

Report-level filter has been replaced with filter from library

If instead the Filter Library panel had been configured as Apply Filter Action=Append to Existing, then you would now have two report-level filters—the existing filter of Year and the newly applied filter of Entity.

Report-level filter has been appended with filter from library

And if instead the Filter Library panel had been configured as Context=Active Page, then the report-level filter would have been left as is, and the filter would have overwritten or been appended to the page-level filters.

Saving a filter

While you are in an Axiom Intelligence report, you can save the current report-level filter or page-level filter to the Filter Library for reuse. When saving a filter, all filter cards in the selected context are saved. For example, if you are saving the report-level filter, and there are currently three filter cards in the Filters on all pages section of the Filter pane, then all three cards are saved in the filter. If later the saved filter is applied to another report, all three filter cards will be applied.

NOTE: When you save a filter, the context is only used to determine which filters are being saved from the report. The context is not flagged on the saved filter. Once a filter is saved, it can then be applied to any context.

In order to save a new filter, you must have read/write permission to at least one folder in the Filter Library, or have access to the My Documents folder. In order to overwrite an existing filter, you must have read/write permission to the filter file. If you do not have read/write access to any Filter Library folder or file, then the Save Filter button does not display on the Filter Library panel.

To save an Axiom Intelligence report filter to the Filter Library:

Click the Filter Library icon in the Web Client Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document..

Filter Library panel
In the Filter Library panel, review and set the Context to specify which report filters will be saved to the Filter Library:
- Report: Select this option to save the filters in the Filters on all pages section of the report's Filter pane.
- Active Page: Select this option to save the filters in the Filters on this page section of the report's Filter pane.
Click Save Filter to save the filters in the specified context.
In the Save As dialog, select the folder where you want to save the filter, then enter the File name and optional Description. Click Save to save the filter to the specified location.

Keep in mind the following:
- If the filter is saved to a folder in the Filter Library, then any user with permission to that folder will be able to apply the filter to their reports. Users can view the descriptions when selecting filters to apply, so it is recommended to define a description that explains what the filter will do.
- If you have access to the My Documents folder, you can save the filter to that location. In this case, only you will be able to reuse the filter.

For example, imagine that you are in the following report and you want to save the current report-level filter for reuse in other reports.

Example report-level filter with two filter cards

When you save this filter (with the Filter Library context set to Report) both of the filter cards in the Filters on all pages section are saved to a single filter file in the Filter Library. If that saved filter is then applied to another report, both filter cards will be applied to the context specified for the apply action. Although the filter was saved from the report-level context, once it is saved it can be applied to either the report-level or the page-level.

Editing or deleting a filter

Saved Axiom Intelligence filters cannot be edited directly. If you want to edit the filter contents, you must do the following:

Apply the saved filter to a report.
Edit the filter in the report as desired.
Save the filter from the report, and select the same file name and folder location as the existing filter. The existing filter will be overwritten with the new filter.

If a filter needs to be deleted, this can only be done in the Desktop Client, using Axiom Explorer or the Explorer task pane. It is not possible to delete filters using the Filter Library panel in the Web Client. For more information on file management for saved filters, see Filter Library.

More information for administrators

User access to filters is controlled by security access to the Filter Library, as defined on the Files tab of the Security Manager. For users who should only be able to apply filters, you can grant read-only access to the necessary files and folders. For users who should be able to save and apply filters, you can grant read/write access to the necessary files and folders.