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Criteria are the characteristics of the recorded activities you will view. General Criteria includes date, computer, and/or user selections.
Initially the General Criteria for each view is set to <Use Global Criteria Setting>, which are spelled out in the Criteria Settings summary box at the bottom of the panel. Use the General Criteria settings to override Global settings for a specific chart, report, or data form. For example, you can call up a report for this week only (instead of the last 90 days), and display data for two individual users from the Sales Department (instead of <All Users>).
To open the General Criteria Panel:
If Bypass Criteria has not been set (see below), whenever you double-click to open a data view in Data Explorer, User Explorer, or Reports, the Dashboard displays the Criteria box so that you can accept or change the criteria.
In Quick View, click the Criteria button below a chart or grid to open the Criteria box.
To change the General Criteria settings:
Make selections from the following:
Date:
Select a time period for the recordings you wish to view.
Next to the Date box, click
the drop-down arrow and select a time period from the list. Fill in the
date and time information requested. See Date
Criteria for details.
Computer(s):
Select one or more computers to view.
Click the drop-down arrow and select computers or computer groups to
include or exclude from the chart, form or report. See Computer
Criteria.
Users:
Select one or more users to view.
In the User(s) box, click the drop-down list and select users to include
or exclude from the chart, form or report. This selection box does not
appear if you are selecting a form from User Explorer, since you are already
viewing data by user. See User Criteria.
Bypass Criteria Dialog: Check this option if you are satisfied with the criteria and do not want the Criteria dialog box to appear the next time you open this chart, report, or data form.
Note: The Master user may have set a global parameter so that the Dashboard always bypasses the criteria, in which case this setting has no effect. You can still open the Criteria box from the right-click menu or from a Criteria button. It is always possible to change the criteria.
Criteria Settings: This informational field at the bottom of the Criteria box summarizes your current settings, revealing the values for <Use Global Criteria Setting> selections.
Save Criteria: Check this option to make the criteria settings "stick" as you refresh with new data from the database. If you do not check this option, the settings will be applied until you use Refresh to update the Dashboard view with any new data, and then the criteria will revert to its default setting.
Click OK to apply the selections and generate the chart, form or report. Click Cancel to return to the previous selections and cancel the chart, form or report.
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When you change the General Criteria for one chart, report, or form, it does not affect the criteria for other data forms. The criteria will eventually revert to the default setting if you do not select Save Criteria. |
