Filter a folder

You can retrieve a smaller set of items from the database by filtering your folder. For example, the number of available items for your folder in the database is greater than the amount the system is able to retrieve (indicated by ). In this case, use the filter option to narrow the results retrieved from the database.

This option is only available in the folders result set. It is not available in the search results set because you can filter your search results by changing your search criteria and performing the search again.

Procedure

Access the folder for which you want to view data.
Set the filter fields:
- Employee: Select an employee, group/organization according to which you want to filter (you can select either a group or an organization, but not both).
  
  The Employee option is only available for leaders, in the All Evaluations and Inbox folders and all evaluation flags folders.
- From/To Date Range: Enter the date range according to which you want to filter:
  - Interactions/contacts Folders: The date and time range during which interactions were recorded in the system (default 7 days, configurable).
  - Evaluations/assessments Folders: The date and time range during which the evaluations/assessments were saved or submitted (default 30 days, configurable).
Click .

To remove all applied filter and refine settings, click Clear Search.