Configuring filters

Configuring filters

The Filters screen is used to configure the metric extraction for a given type of document, including individual metric and attribute selection and detailed validation alerting settings.

1. Select the document type for your filter

2. De-select metrics which aren’t of interest to you.
   Remember you can create multiple filters tailored to different use cases (e.g. a filter suitable for your investment team, another one for the finance team)

3. Set the requirement field to COMPULSORY or OPTIONAL, depending on which metrics are must-haves. This determines the first level of alerting in the validation screens

4. Select or deselect specific metric types and attributes (e.g. Actual or Forecast, full financial year, last twelve months)

5. You can create ‘free metrics’ not yet automated by the system. These will appear in the validation screen, prompting the user to extract the data manually.
   Don’t forget to hit the ‘+’ icon to add them to the filter and set the requirement to COMPULSORY to make sure they are always displayed on the validation screen.