IQMP Dashboards - Copyholder Acknowledgements | Ideagen
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Does someone know how I can filter a dashboard of outstanding copyholder acknowledgements so that only ACTIVE employees are listed?

Yes, this is possible. Within the copyholder data sources, there should be a group called Person. If you expand this group and scroll down, you’ll find a Boolean field named IsActive.

You can add this field to the relevant dashboard elements (such as grids or bar charts) under the Hidden Dimensions tab. Once added, you’ll be able to apply a filter to show only records where IsActive equals True/Yes.

If you have any issues applying the filter or if it doesn’t behave as expected, feel free to let me know and I’ll be happy to assist further.

 

Example of the data source being applied within the hidden dimensions section
Example of the filter view

 


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