Saving and Editing a Filter

Depending on the filter permissions that your administrator has set, you can have the ability to save a new filter or edit an existing filter for both basic and advanced filters. The process for saving and editing a filter is the same for both the Find Students and Student List Report functions in both the basic and advanced filters.

To save and edit a filter:

Path:) Students > Find Students

OR

Path:) Reports > Student List Report

1.	Follow the path above to display the Student Search screen.

Before you can save a filter, you must first create the criteria for that filter. You can create the criteria for a filter from scratch or you can use the criteria of a filter that has already been saved.

2.	Perform steps 1 thru 7 in Finding a Student in e-Link to create filter criteria from scratch or populate the search window with criteria from a saved filter as described in Using a Saved Filter.

The following screen is an example of the search screen populated with search criteria.

3.	If this criteria came from an existing filter, you can remove or add criteria as desired.

4.	When you are finished adding or removing criteria, click .

5.	If you have used an existing filter, you can either enter the name of the exiting filter which will write over that filter with the new criteria or you can create a new filter by entering a new name for the filter.

6.	Click on the Type drop-down button to display the 3 available types:

Group

Viewable by all users with the same User Group as the creator

Private

Viewable only by the creator

Public

Viewable by any system user with reporting permissions

7.	Select a Type and click OK to save the filter.