Use filters to focus on the insights most relevant to your needs. You can filter insights by Type, Date, Manageable status.
Filters affect only the insights displayed in the list and do not modify or remove any insights. Applied filters remain active as you navigate between insights until they are cleared.
Add Filters to Your Insights List
- Navigate to either Individuals, Organisations, Communications, or Engagement plan in Stakeholder Engagement.
- Select the Individual, Organisation, Communication, or Engagement plan for which you want to add filters to view the insight list.
- Click on the pane arrow on the upper right-hand corner of the screen to open the Quick view pane.
- Click the Insights option.
- Click + Add filter on the filter line.
- Use filters to narrow insights by Type, Date, and Manageable status.
- Click the Apply button.
The insights list will now be shown based on the filters you added.
Remove Filters from Your Insights List
- Navigate to either Individuals, Organisations, Communications or Engagement plan in Stakeholder Engagement.
- Select the Individual, Organisation, Communication, or Engagement plan for which you want to remove filters from your insight list.
- Click on the pane arrow on the upper right-hand corner of the screen to open the Quick view pane.
- Click the Insights option.
- Click the - (Delete filter) to the left of the filter(s) you want to remove.
The insights list will then be updated based on the filter you removed.