Use the following procedure to filter the User History grid:
1. Select Users from the Security section of the Setup menu. The List of Users grid is displayed.
2. If necessary, search for a user by entering the full name of the person or entering at least one letter of the last name or first name and then clicking Search.
3. Click View User next to a user. The Users page is displayed.
4. In the user’s general information section, click History.
5. In the From and To fields, enter or select the date range of the user history to be displayed. By default, the User History grid displays any entries from the last day
6. Click Show By Range. The search results are displayed in the User History grid.
To search for a relative date range, click the View drop-down menu and select one of the following options:
• All - Displays all entries available
• Last Day - Displays any entries which have occurred in the last 24 hours.
• Last Week - Displays any entries which have occurred in the last week.
• Last Month - Displays any entries which have occurred in the last month.
• Last Year - Displays any entries which have occurred in the last year.
Alternatively, use the Terms drop-down menu to select a term to filter the History grid.
7. If necessary, filter the grid. Click Filter Options and select Show Filter. Use the following guidelines to filter the History grid:
• In any column with a search filter field, enter a value and click the filter menu to select a parameter.
• For columns with drop-down menu filters, select an option from the menu.
• Each time a column is filtered, the History grid will be automatically updated.
• To add or remove grid columns, right-click the column heading, and select the Columns option. Check any columns to add them to the grid, or uncheck any columns to remove them from the grid.
• To view all items in the Columns list, use the up or down arrows. Alternatively, scroll through the list using the mouse scroll-wheel.
• To add all columns to the grid, select Add All. To remove all columns from the grid, click Remove All.
• To restore the default columns, click Restore Default.
• The History grid will only be filtered by columns that are visible.
• The last configured column state is retained per ResCenter user.
• To sort a column, click the column heading to sort the data in descending order.
• Clicking the column heading again will sort the data in ascending order.
• Clicking the column a third time will remove the sorting configuration.
• Removing the column and adding it again will restore the column sorting to its default, non-sorted state.
• The last sorted column state is retained per ResCenter user.
After configuring search filters for the History grid, a set of filters can be saved. Only one set of filters can be saved at one time. Saving a search filter will overwrite the previously saved filter.
To save a search filter, click Filter Options and select Save Filter.
Note: Saved search filters are per ResCenter user. Saving a search filter does not save column sorting. Column sorting is retained across session per ResCenter user.
A saved search filter can be loaded to filter the History grid.
The Load Filter option loads the previously saved filter. When the filter is loaded, only filters for the columns that are currently displayed will be loaded. Loading a filter does not overwrite the saved filter.
To load a search filter, click Filter Options and select Load Filter.
Note: Loading a search filter does not alter column sorting. Column sorting is retained across session per ResCenter user.