You can apply and adjust global filters on any screen within the Scorecard module using the filter tab. If you are using a large enough screen, the filter menu will already be expanded. If not, click the “Filters” button to open the menu:
By default, the only filter applied at the beginning of a Scorecard session is Timeframe = Latest Week.
PLEASE NOTE: Your filter selections will apply throughout your session unless you clear them. So if you navigate to different tabs within the Scorecard module, or to different modules (Exceptions, Overview, Analytics) within the ISO application, your filters will still apply.
Once you select a filter, you will see that selection in a pill box above the entity tabs in the Scorecard module. You will also see the filter values tacked on to the URL in your browser bar.
You can adjust the following data filters:
Timeframe
We provide 4 preset date ranges for you to select from:
Latest Week - The most recent shipper week for which we have data
Previous Week - The week prior to the most recent shipper week for which we have data
Last 12 weeks
Year to date
Custom date range
Shippers
Select to see your performance for one of your shipper partners, if you have several on ISO.
Consignees
Select to see your performance into one or more of your shipper’s retail customers.
Facility
Select to see your performance into or out of one or more facilities.
Start City
The origin point for a shipment.
Destination City
The end point of a shipment.
Tender Type
Select either:
Spot bid
Contract
Fulfillment Type
Select from:
Delivery
Inbound
Transfer
Clearing filters
To clear a filter, you can either:
Click the that specific filter’s pill box above the tab menu in the Scorecard module
Click the “Clear Filters” button to the left of the filter menu
Or deselect that filter within the filter menu itself
Clearing a filter will reset the data for the rest of that session.
Save Filters
Filter Management
Our new filter management system simplifies workflows by allowing users to save, view, edit, and delete frequently used filters.
Creating a Saved Filter
Apply Filters: First, apply the desired set of filters in the filter drawer.
Save Applied Filters: Click "Save Applied Filters" at the top of the drawer.
Set Permissions:
Choose "Only me" to make the filter private (visible only to you).
Choose "All team members" to share the filter with your organization.
Name the Filter: Assign a unique name:
Names must be unique within My Filters or Shared Filters but can be duplicated across these sections.
Optional: Mark the filter as a favorite by selecting "Mark as Favorite."
Save: Click "Save" to create the filter.
Viewing and Applying Saved Filters
Access saved filters via the "Select a Saved Filter" dropdown at the top of the filter drawer.
Use the search bar to find filters by name.
View favorited filters by the filled star icon next to their names.
Identify filters as:
Private (Lock Icon): Only visible to you.
Shared (People Icon): Available to your organization, created by you or shared by others.
Selecting a filter automatically applies it to the Universal Score Card (USC).
Editing and Deleting Saved Filters
Edit and or delete saved filters via Manage Saved Filters
Editing:
Update the filter's visibility (private or shared).
Rename the filter.
Deleting:
Remove unused filters.
Permissions:
You can edit or delete filters you created.
Entity Admins can edit or delete shared filters created by others.
Functionality Permissions Overview
Functionality | Filter Location | Created By | User Role |
Create | Any | Any | Any |
Delete | My Filters | Me | Any |
Delete | Shared Filters | Me | Any |
Delete | Shared Filters | Other User | Entity Admin |
Edit | My Filters | Me | Any |
Edit | Shared Filters | Me | Any |
Edit | Shared Filters | Other User | Entity Admin |
Future Enhancements
Currently, saved filters are only available in USC. In future updates, we aim to extend this functionality to other areas.
For further assistance, please contact support via the in-app chat or [email protected]