How to Create Advanced Filters - Report data

Prerequisites.

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  
• Have editor permissions: Can adjust configurate settings and see approvals; they cannot delete data or invite portal users. 
• Have read-only user permissions: Can only see the submitted data below the 'Dashboard' Section - can not edit or modify data or users.

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Create Advanced Filters - Report data

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “Report Data” option.

   

Step 2.

Once you click, the following view will be displayed with all the completed reports, as you can see in the image below. Navigate to the top right side and click on the blue "Advanced Filters" button.

Step 3.

After clicking on the "Advanced Search" button, a popup will appear over the entire view with the following fields:

• Choose Account*: In this field, you must select the site.

       Note: If you have only one account, only one will appear, but if you have more than one, a list of sites will appear.

• Report/Checklist*: In this field, we will have to select a report. The reports will appear with the names created and associated with the previously selected site.
• Field: This is where we can select a specific field from the previous report.
• Field Value: In this field, we can write any value or response that we want to search for in a report.

To complete the search, we will navigate to the blue "Search" button and click on it.

Note: With this filter, we bring all the data from the first day the account was created.

To filter by date, do step 4.

Step 4.

To make a filter with a date range, you need to navigate to the bar with the calendar icon, then click on it. Two calendars will appear below, where we can select the date range.

To make the selection, we must click on the initial day and then on the final day to confirm that, if it has been done correctly, we will see a faint blue color among the selected days.

Note: It is important that, when selecting the dates, you do so from the calendar displayed and not manually.

Then we will navigate to the blue "Apply" button and click on it.

Have more questions? We're always here to help at: [e-mail]