Common Functionalities

Filtering Data

Filtering allows you to view specific subsets of data based on defined criteria.

• Access Filters: Click on the filter icon to define your criteria to filter your data.
  
  

• Filter Conditions: A filter condition consists of the following elements:
  • Property refers to the attribute of the data set that you want to filter on.
  • Operator defines how the selected property is evaluated.
  • You can filter a data set using a single condition or multiple conditions.
  • Conditions are grouped into filter blocks. Each filter block can be combined with other blocks using logical operators such as AND and OR.
  • You can start with a single condition or create multiple conditions to refine the results. Select Add Condition to add more conditions within the same filter block. When multiple conditions are present, use logical operators to control how the conditions are evaluated.
• Filter Blocks: Filter blocks help you group related conditions and build advanced filter logic. Each filter block is evaluated based on the selected logical operator. Select Add Block to create a new filter block.
• Applying Filters: After defining the required filter data set conditions, select Apply to apply the filter. The data view is updated to display only the results that match the defined conditions.
• Clearing Filters:
  • Use Remove Block to delete a specific filter block.
  • Select Remove All to remove all filter blocks and conditions and reset the filter configuration.

Sorting Data

Sorting can be applied to individual columns, allowing users to arrange data according to their current focus or needs. This feature enhances data readability and ensures users can efficiently work with large sets of information by keeping relevant details readily accessible. Sorting organizes your data in ascending or descending order based on a selected column.

• How to Sort Data: Click on the column header to sort. Clicking again toggles between ascending and descending order.

Manage Reports

The Manage Reports functionality allows users to save their customized data as a report after applying filtering settings. This feature enables users to quickly access the frequently used data.

This functionality is available across all BigFix SaaS applications that support data filtering, including the following:

Here’s how the Manage Reports functionality typically works:

Create a new report

1. Apply Filters and Sorting: Filter and sort data as applicable based on desired criteria, adjusting the view to display only the most relevant information.
2. Navigate to an app that supports to manage reports and display the data in a list .
3. On the tool bar, click Manage Reports.
4. Report settings:
   1. Provide a unique name and description for the customized report for easy reference.
   2. Click Save Report. The newly created report is listed under All views.

Access a saved report

Saved reports are available across sessions, allowing users to load them whenever needed without reapplying the same filters and sorting each time.

1. To load a saved view, expand Reporting and click All reports.

Delete a report

To remove a saved report:

1. From the All Reports page, select a report you wish to delete, then click the delete icon on the top right corner.
   
   
2. Confirm the action when prompted.

This permanently removes the selected view from your saved views, and it will no longer be available for future use. This action helps keep your saved views organized by removing outdated or unnecessary configurations.

Edit a saved report

To modify a saved view:

1. Go to the All Views section within the Save View widget.
2. Locate the view you wish to edit, then click the edit icon next to it to modify the name and description. To modify sorting and filtering configurations, select the view to load with its current settings, make the desired changes, and save the updated view by clicking Save (or Save As if you prefer to create a new version without overwriting the original view).

This feature allows you to keep views current and relevant, ensuring your saved configurations match your evolving data needs.

Exporting Data

Exporting data provides a convenient way to download your data set for offline use to support your organization’s reporting, analysis, and auditing needs. You can export data in PNG, JPEG, or PDF format from various modules within the application.

1. Initiate the Export:To export data, select the list view, click on the ellipses button, and select Export report.

2. Select Export Format: From the Export window, select a format - JPEG, PNG, or PDF. Ensure you choose the appropriate format based on your intended use of the exported data.

3. Choose Data to Export: Depending on the module and screen you are in, you have the option to export the entire dataset visible on the screen or apply filters to export a specific subset of data.

   Note:

   • If applicable, apply filters or selections within the module to export only the necessary data, reducing file size and focusing on relevant information.
   • Depending on your user role and permissions, access to certain data subsets may be restricted.

4. Confirm and Download: After selecting the desired format and data subset (if applicable), click Download. The file gets generated and downloaded to your device.

Exporting Charts

Exporting charts provides a convenient way to download your data set for offline use to support your organization’s reporting, analysis, and auditing needs. You can export data in PNG, JPEG, or PDF format from various modules within the application.

1. Initiate the Export:To export a chart, select the chart view, click on the ellipses button, and select Export report.

   
   
   

2. Select Export Format: From the Export window, select a format - JPEG, PNG, or PDF. Ensure you choose the appropriate format based on your intended use of the exported data.

3. Choose Data to Export: Depending on the module and screen you are in, you have the option to export the entire dataset visible on the screen or apply filters to export a specific subset of data.

   Note:

   • If applicable, apply filters or selections within the module to export only the necessary data, reducing file size and focusing on relevant information.
   • Depending on your user role and permissions, access to certain data subsets may be restricted.
4. Confirm and Download: After selecting the desired format and data subset (if applicable), click Download. The file gets generated and downloaded to your device.

   Note: If you have chosen more than one format to export, the files will be downloaded in a single zip folder.

Searching Data

The search feature helps you quickly locate specific records.

• How to Use Search: Enter keywords or phrases in the search bar. Results update in real-time.
• Advanced Search: Use advanced options to refine searches by specifying columns or using logical operators (AND, OR, NOT).