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Filter views and reports with watchlists

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Apply watchlists to views and reports so you can focus on specific details that match the watchlist values.

  • Verify that you belong to an access group with view management or view data permissions.

  • Verify that you have administrator rights or belong to an access group with watchlist permissions.

  • Verify that watchlists exist.

  1. Open the dashboard view or report you want to filter.

  2. Click the Filter bar and select a value and filter operator.

    The appearance of the Watchlist slide-out menu depends on the value you select.

  3. Select the watchlist you want and click Apply.

  4. Click GUID-351B4556-646E-462E-872B-03451E379B82-low.png to filter the view or report.