Filters can be applied to the Issues list to simplify locating specific issues. When first opening the Issues list, default filters apply and limit results to issues assigned to the current user with a status of open.

The listing contains a Filters icon in the master header, which appears outlined or solid to indicate whether filters are applied.

Filtered columns display a filter icon in the column header, along with a solid Filters icon in the master header.

Issue substatuses are available in the Status column and can be filtered. These include Open – Reopened, Open – Pending, Closed – Snoozed (for KRI / QTL issues), and Closed – Irresolvable.

In the Status column, when a status includes a substatus, an icon displays next to the primary status. Hover over the icon to view the substatus.

To view the Issues list without default filters applied on access, clear 'Use Default Filters' in the Issues Settings window.

Use column filters to limit results to issues of interest. Examples include:

• Filter to find any issues assigned to you with a status of open; this is the default filter. Set Status = Open and Assigned To = your elluminate username. Open issue substatuses, such as Open – Reopened and Open – Pending, can also be filtered in the Status column.
• Filter to find any issues you opened to review responses or close issues. Remove any existing filters, then set Opened By = your elluminate username and Status = Answered.

• Filter to find any issues created by Orchestrator. Remove any existing filters and set Opened By = Auto. 

  Tip: Hover over 'Auto' in the Opened By column to see a tooltip displaying the rule that generated the issue.

The screenshot below shows the listing with an active Filters icon in the master header, indicating that at least one column in the listing has a filter applied. The filter icons in the Status and Study columns indicate that these are the columns with applied filters.

Clear / Reset Default Filters

By default, the 'Use Default Filters' setting is checked in the Global Issues Settings. The default view shows issues that are open and assigned to the logged-in user. Clear this setting to view all issues with no filters applied.

1. Open the Issues listing.
2. Click the Configure icon. The Global Issues Settings window opens.
3. Uncheck Use Default Filters.
4. Click Save.

Each time the Issues listing opens, it displays with no filters applied. 

To return to default settings:

1. Open the Issues listing.
2. Click the Configure icon. The Global Issues Settings window opens.
3. Select Use Default Filters.
4. Click Save.

Clear / Reset Column Filters

To clear or reset filters, click the active (solid) Filters icon in the master header. This opens a drop-down with the following options:

• Reset Filters – resets to Status = Open and Assigned To = the logged-in user.
• Clear Filters – clears all filters.
• Columns that are filtered (i.e., Status and Study). Click the red minus circle icon to remove that individual filter.

Locate Deferred Issues

Issues marked as Deferred at the time of creation can be located by clicking the Filters icon in the master header.

1. Click the Filters icon.
2. Hover over Quick Filters.
3. Select All Deferred Issues or My Deferred Issues.

Set a Column Filter

Any column in the Issues listing can be filtered, and users have the option to add multiple filters to the Related Details column.

1. Click the column header. A drop-down opens, displaying sort options and a Filter. In this example, the Priority column header is clicked.
   
2. Click Filter.
3. Select the items for filtering.
   1. Use the optional Search feature.  
      Start typing in the Search field, and any values with the same sequence of letters or numbers appear in the drop-down list for selection.
   2. Select either Include Selections (defaulted) or Exclude Selections. 
      Include Selections filters for records that contain the selected values. 
      Exclude Selections filters for records that do not contain the selected values. 

   3. Select the variables listed for that column, including Blank Values. 
      Blank Values filters for records where the column contains blank or null values. Use with Include or Exclude to include or exclude blank or null values.

      Note: When applying Include Selections or Exclude Selections to a numeric or date range, Include selects results that include the minimum and maximum values; Exclude removes results within and including the minimum and maximum values.

4. To add multiple filters to the Related Details column:
   
   1. Click the drop-down arrow and select a field, or 'Any'.
   2. Enter a Value.
   3. Click the + sign.
   4. Repeat steps a through c to add more filters to this column.
5.  Select Filter Rows or Clear. These buttons become active after filter conditions are selected.
   

Filter Rows

Select Filter Rows to apply the filter to the rows of data within the listing. After a column filter is applied and Filter Rows selected, the Filters icon in the toolbar becomes solid, indicating that at least one column filter is applied to the rows in the listing.

Clear Filter Conditions

In the listing with an existing row filter applied:

1. Click column header.
2. In the drop-down, click Filter.
3. In the filter selection window, select Clear.

This clears all filters for that column.

Sort Columns

Most columns can be sorted in ascending or descending order. sorted columns display an arrow (facing up for ascending, facing down for descending) under the header, for easy identification.

1. Click the column header.
2. Select Sort Ascending or Sort Descending.
3. To sort additional columns, hold the SHIFT key and click the column header, then select Sort Ascending or Sort Descending.

Fix and Unfix Columns

Columns can be fixed, or locked, to the left or right of a panel so the columns remain visible while scrolling. Fixing columns supports data review by keeping key fields in view for easier record identification.

1. To fix a column, right-click the column header and select Fix, then select To the left or To the right.
2. To Unfix a column, right-click the column header and select Unfix.
   

Tip: It is best to first fix columns to the left or right, then sort.

Adjust Column Width

Hovering over the header row reveals a grab bar that enables column width adjustment. For example, resize the Issue Text column with the grab bar to view all text.

Move Columns

Columns can be rearranged by clicking on the column header and dragging it to a new location. The new order of columns persists until the session closes.