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From the Dashboard, you query the Spector 360 Database by selecting criteria. Criteria includes dates, users, computers, programs used, keywords, and so on. Criteria acts as a "filter." The Dashboard will retrieve ONLY the data that matches your criteria selections. Every chart, report, or form in the Dashboard has predefined (default) criteria settings.
The Dashboard may prompt you to enter criteria by displaying Criteria selection box before opening your selected report or Data/User Explorer form. You can simply click OK to accept the default criteria, or make adjustments as you wish and then click OK.
All charts, reports, and data forms allow you to change criteria settings for the specific display of data.
To set criteria
Open
the Criteria box.
In Data Explorer, User Explorer, or Reports, when you double-click
to open a form or report the Criteria box appears. You can also right-click
on a form or report and select Criteria.
In Quick View, click the Criteria
button below the chart. The Criteria box has two panels of settings: General
Criteria and Event Criteria.
Note: The Criteria box appears automatically before data is displayed only if the Bypass Criteria Dialog setting is not selected. You can always right-click on a form in the list and select Criteria to make adjustments before displaying data.
Select
General Criteria.
General Criteria limits the recorded activities by time and by users
and/or computers. For example, you can request to view last month's data,
from only the computers in the Sales Department. By default, General Criteria
fields are set to <Use Global Criteria
Setting>.
Global Criteria, in the left navigation pane of the Dashboard, affects all charts, reports, or data forms within a tool. For example, changing the users in the Global Criteria for Reports changes the users shown in all reports where the General Criteria is set to <Use Global Criteria Setting>.
Select
Event Criteria.
Event Criteria limits the events based on the type of activity you
are requesting. For example, if you are requesting a Program Activity
chart, you can limit the data to specific productivity programs (such
as Excel or Word) and base the chart on the most "Active Time"
(any mouse or keyboard activity) in these programs. By default, Event
Criteria does not filter activity data and includes <All>
programs, domains, types of email, an so on.
Click
OK to view the results.
When you click OK to accept
the changes and close the Criteria box, the Dashboard calls up data from
the database that matches your criteria selections, allowing you to focus
in on the data you want to see.
Continue on to the Scenarios to see examples.
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Many Quick View charts use customized Event Criteria settings. A red "Custom Criteria" stamp appears in the lower left corner of a Quick View chart when any setting has been changed from the default. |
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The Dashboard applies the Criteria settings to the current chart, report or data form. If you make changes to the criteria, your changes are applied until you use Refresh to update the Dashboard view with new data from the database. The settings will then revert to the default. It's possible to continue using your changed Criteria.
To save your criteria settings:
At the bottom of the Criteria box, select Save Criteria before clicking OK. The criteria you set will be retained for the chart, report, or data throughout database updates.
When the criteria is appropriate for the charts and data forms you use, there is no need to see the Criteria box every time you open a view of data.
To bypass criteria selection:
Check the Bypass Criteria Dialog option on the General Criteria box. The next time you open the chart or data form, you will go directly to it; there will be no prompt for Criteria. You can always select Criteria from a button or from the Data menu. Any Dashboard user can set this option. See Setting General Criteria.
To always bypass criteria selection:
A Master Login can effectively turn off automatic display of the Criteria Dialog box for all tools in the Dashboard. Check the Bypass Criteria Dialog box option on the Tools / Options / General panel. See Tools: Options.
Selecting Criteria
