Gain a quick understanding and actionable overview by displaying, persisting and sharing filtered content.
Why should I filter activities?
Filtering activities can be very useful when control results for audit is needed on specific controls, or if you want a status on specific process areas, controls or regions.
How do I filter my activities?- Click on the title of your program under “Your programs” or go to Dashboard.
- Click on “View activities”
in the upper right corner to view control results. - Click “Adjust view”
in the top toolbar to filter on all certain information columns, i.e., control name, responsible, reviewer, status etc. - Add one or several term(s) in the search bar above.
Tip on saving and sharing filtered content: Once you have set up the filters, they will remain unless you change them again - even when re-entering the activity list.
Guide your co-workers, stakeholders or auditors to focus on relevant content using the Shared Link. They will see the same content that you have filtered out.
Note: The results can then be exported as a .xlsx file.
Learn more:
Do you need to get an overview of program activities? Go to Monitor controls and take interventions: How can I access the control results list?
Do you need to get an overview of your pending actions? Go to How do I get an overview of my pending actions?