Using Report Filters, Table Options, and Bookmarks for Custom Reports in TitanInsights

This article covers how to use filters and table options to create custom reports in TitanInsights and how to use bookmarks to save your custom reports/views.

Using Filters

Show Available Filters That Have Been Hidden/Collapsed

On some dashboards, the filters are collapsed to save space, but you can expand the filters to make different selections.

1. Click on the Controls row to expand the filters.

controls row

2. You can now click on a filter to make a different selection.

available control filters

3. Click on Controls again to collapse the filters.

collapse controls
Select from Drop-Down Menu Filters

Drop-down menus filters allow you to select one or more filters for a report. They are typically located at the top of the report.

1. Click on a drop-down menu to view the available criteria.

select filter

2. Select the value(s) that you wish to use. The report will automatically update with your selections as you make them.

choose multiple values or individual value
  1. Some menus will allow you to choose more than one option.
  2. Place a checkmark next to each value you want to include on the report. Or click Select all to include all available values.
  3. Some drop-down menus will only allow you to select a single option.
  4. Select the value you want to use for the report.
Search for Values for a Filter

Some filters will require you to search for a value if there are too many available values to select from (e.g., all available courses from all colleges). However, you can also enter search criteria for most other filters as well.

1. Click on a drop-down menu to view the available criteria.

select filter drop-down

Search criteria are not case sensitive and allow for partial matching.

search for value
  1. Enter search criteria in the search value field.
  2. Then click Search.
2.1. Place a checkmark next to the value(s) you want to use from the search results or choose Select all results to add all of search results. The report will automatically update with your selections as you make them.

You may need to scroll down to view all of the search results.

select multiple values
  1. Place a checkmark next to the value(s) you want to use from the search results.
  2. If available, you can also choose Select all results to add all of the search results to the report.

3. If the search is not required, enter search criteria in the search value field. Then select or place a checkmark next to the value(s) you want to use from the search results. The report will automatically update with your selections as you make them.

Search criteria are not case sensitive and allow for partial matching.

select one or more values
  1. Enter search criteria in the search value field.
  2. Then select or place a checkmark next to the value(s) you want to use from the search results. If available, you can also choose Select all results to add all of the search results to the report.
Reset/Clear an Individual Filter

You can use the reset function to change an individual filter back to its original setting.

1. Hover your mouse near the filter you want to reset and then click on the three dots button (Options menu).

three dots options menu

2. Select Reset.

reset filter

3. This resets the filter back to the original setting and the report is automatically updated to reflect the change.

filter is reset
Reset/Clear All Filters on All Reports for a Dashboard

You can use the Reset Dashboard feature to remove all of the custom settings/filters you have applied to all reports on a dashboard.

1. Click on the reset dashboard icon at the top left of the page under the TitanInsights logo to remove ALL custom settings applied to ALL reports on this dashboard.

reset dashboard
  1. Notice that TitanInsights will indicate Original dashboard (Modified) if you have applied any custom settings to any of the reports on the dashboard.
  2. Click the reset dashboard icon at the top left of the page under the TitanInsights logo to remove ALL custom settings applied to ALL reports on this dashboard.

2. All of your custom settings are removed and the default values for all reports have been applied.

Notice that the dashboard is now identified as Original dashboard.

original dashboard

Using Bookmarks to Save Your Custom Settings/Filters

Creating a Bookmark

1. Click on the bookmark button when you want to save your current settings.

bookmarks icon

2. Click Add Bookmark.

bookmarks menu

3. Enter a name for your bookmark. Then click Save.

add a bookmark
  1. Enter a name for your bookmark.
  2. Then click Save.

4. Your bookmark is now created.

bookmark created
  1. Your new bookmark will show up in the Bookmarks section.
  2. The name of the dashboard now shows the name of the bookmark that is currently in use.
Updating a Bookmark

1. To save any changes to your bookmark, click on the bookmark button.

bookmark icon
  1. Notice that when you have made changes to a bookmark, TitanInsights will identify it as (Modified).
  2. Click on the bookmark button.

2. Click on the three dots button next to the bookmark you want to update.

three dots next to bookmark

3. Click Update.

update bookmark

4. You will see a notification that the bookmark was updated successfully.

bookmark updated
  1. You will see a notification that the bookmark was updated successfully.
  2. The (Modified) identifier will be removed from the bookmark name.
Renaming a Bookmark

1. To rename a bookmark, click on the bookmark button.

bookmark icon

2. Click on the three dots button next to the bookmark you want to rename.

three dots next to bookmark

3. Click Rename.

rename bookmark

4. Enter a new name for the bookmark. Then click Save.

updated bookmark name
  1. Enter a new name for the bookmark.
  2. Then click Save.

5. The bookmark name is updated.

bookmark name updated
Deleting a Bookmark

1. To delete a bookmark, click on the bookmark button.

bookmark icon

2. Click on the three dots button next to the bookmark you want to delete.

three dots next to bookmark

3. Click Delete.

delete bookmark

4. Click Yes, Delete Bookmark.

confirm delete bookmark

5. The bookmark is deleted.

bookmark deleted
Set a Bookmark as the Default for a Dashboard

1. To set a bookmark as the default for a dashboard, click on the bookmark button.

bookmark icon

2. Click on the three dots button next to the bookmark you want to set as the default.

three dots next to bookmark

3. Click Set as default.

set as default option

4. The bookmark is now set as the default for the dashboard.

bookmark is now default
Use an Existing Bookmark to Create a New Bookmark (Save As/Template)

You can access an existing bookmark view to use it as a starting point for a new bookmark view. Essentially you're using the existing bookmark view as a template to create a new bookmark.

1. First, you will need to access the existing bookmark view. Click on the bookmark button at the top right.

bookmark icon

2. Click on the bookmark you want to copy.

select bookmark

3. Click on the Add Bookmark button to create a new bookmark using the existing bookmark as a template.

add bookmark button
  1. Notice that the dashboard is now using the bookmark view you selected.
  2. Click Add Bookmark to create a new bookmark using the existing bookmark as a template.

4. Enter a name for the new bookmark. Then click Save.

add a bookmark
  1. Enter a name for the new bookmark.
  2. Then click Save.

5. The new bookmark is created and is automatically applied to the current dashboard. You can now start making changes to this bookmark view.

new bookmark created
  1. The new bookmark is created.
  2. Notice the bookmark is automatically applied to the current dashboard.

6. Be sure to update the new bookmark when you are done making changes!

update new bookmark

Customizing Tables

Change the Sort Order of a Column (Ascending/Descending)

1. Click on the name of the column you want to change.

click on column

2. Choose whether you want to Sort ascending or Sort descending.

choose sort type
2.1. For some columns, you will need to choose Sort order and then choose whether you want to sort the column in Ascending or Descending order.
sort order expanded option
  1. For some columns, you will need to choose Sort order.
  2. Then choose whether you want to sort the column in Ascending or Descending order.

3. The report will re-run with the selected sort order for that column.

report updated
Clear the Sort on a column

Some columns will allow you to remove a custom sort order that you have applied.

1. Click on the name of a column where you see the sort icon has been applied.

click on column with sort applied

2. Click Clear sort.

clear sort option

3. The report will re-run to remove the sort option from that column.

sort is removed
Collapse (Hide) or Expand (Show) Columns in a Table

Collapsing a column will hide the data in that column for all rows in the table.

1. To collapse columns, click on the column to the left of the ones you want to collapse.

click on column
  1. In this example, I want to collapse the Class Number, Class, Section, and Enrollment Capacity columns.
  2. I will click on the Catalog Number column to collapse the columns to the right.
1.1. Select Collapse.
collapse option
1.2. The report will re-run and the collapsed columns will be hidden from the report.
collapsed columns disappear

In this example, all of the individual class sections have been rolled up to the course number, so I can see the total waiting students, dropped students, and enrolled students for the course as a whole.

2. To expand collapsed columns, click on any of the column names.

click on column to expand
2.1. Select Expand.
choose expand option
2.2. Select a specific column you want to expand or select All.

Note that some columns may be connected, so selecting one may automatically select another column (e.g., selecting Class Number (Drill Down) below will automatically also select Class).

select column to be un-hidden
2.3. The report will re-run and the selected column(s) will now show on the report.
all columns showing
Collapse (Hide) or Expand (Show) Rows in a Table

Collapsing a row allows you to hide columns of data, but only for a specific row rather than for all rows in the table.

1. To collapse a row, click on the row that you want to collapse.

click row to collapse
1.1. Select Collapse.
choose collapse
1.2. The report will re-run for the row and collapse the data in columns to the right of the field you selected.
row will be collapsed

In this example, the Adolescence & Early Adult course data has been collapsed so it is no longer broken down by class section. However, the data for other rows in the table still show the data by class section.

2. To expand a collapsed row, click on the collapsed row.

click on collapsed row
2.1. Select Expand.
select expand
2.2. The report will re-run and the hidden column data will now show.
all rows now showing
Focus/Exclude a Row

1. To focus on a row, click on the row you want to focus on.

select row to focus
1.1. Select Focus only on [name of row].
select focus on that row
1.2. This collapses every other row to show only the one you wanted to focus on.
only selected row will show

2. To exclude a row, click on the row you want to exclude.

click on row to exclude
2.1. Select Exclude [name of row].
choose to exclude that row
2.2. The report re-runs to remove the selected row.
row is now removed

3. To return to the full report view, click on the Filters button to show the Filters section (if it is not already showing). Then click on the three dots next to the filter that you want to remove.

filters menu to remove filters
  1. Click on the filters button to show the Filters section (if it is not already showing).
  2. Then click on the three dots next to the filter that you want to remove (usually the last one).
3.1. Select Delete filter.
delete filter
3.2. The report will re-run to show the original report.
original report shows

Need More Help?

For technical assistance with TitanInsights, please contact the IT Help Desk at [email protected] or 657-278-7777.

For questions about getting access to TitanInsights or how to use the reports, please contact IT Training at [email protected] or 657-278-5647.

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