This article explains the functionality of Grid Filters, Search, and Advanced Filters within LighthouseAI. Grid Filters allow multi-criteria filtering and sorting of data columns, Search offers quick but broad filtering, and Advanced Filters (available in the Tasks and Document Modules) offer more detailed options and enable on-demand report creation.
Grid Filters
Grid Filters live in various pages across the platform such as in Management, Tasks, Intelligence, Documents, and Company Profile, functioning similarly to column filters in a spreadsheet.
You can use an input as a Grid Filter to show only data matching your criteria, and you can apply multiple filters simultaneously.
Easily sort data columns in ascending or descending order by clicking on the arrows adjacent to each column header. This allows users to efficiently navigate and manage large datasets by focusing on the most relevant information.
Search
The Search bar is located at the top right corner across LighthouseAI modules. Using the Search function can be an effective way to quickly filter data across the entire grid by simply entering text into the Search field.
While this method is powerful, it may not always provide the level of granularity as desired. This is because the Search function works globally, matching the entered text with any data in the grid. This may result in extraneous data appearing due to matches in unintended columns. Using column-specific search bars may yield better results.
Advanced Filters
Advanced Filters are available in both the Tasks Module and Document Repository. These provide an excellent solution when standard filters lack the necessary specificity or flexibility.
You can easily generate ad hoc reports by applying customized advanced filters and then utilizing the Export button on the resulting grid.
To reset the Advanced Filter, click the 'Reset Filters' button in the top right corner of the advanced filter pop-up screen.