Filtering Data on a Page

The filter bar lets you filter data in several pages of the Cato Mangement Application (CMA).

Using the Select Preset Filters

The Select Presets drop-down menu contains predefined filters for common analytics scenarios. When you select a preset option, the filters are automatically added to the filter bar, and the page is updated to show the items that match the filter.

Creating Custom Presets

In addition to the predefined presets you can create a custom preset to filter the page and set the time frame that is displayed. When you save the custom preset, all the filters and the time frame are saved to the Select Preset drop-down menu for that user. The time frame can be dynamic, such as Last Week, or with exact From and To dates.

The custom presets are saved for each admin’s account and are only available to that admin
Custom presets are available for Cato Management Application users with editor permissions

To create a custom preset:

Set the filters and time frame for your query.
Click the bookmark icon.

The Custom Preset panel opens.
Enter the Name for the preset.
The Details section shows the filters, fields, and time frame that are included in the custom preset.
Click Apply.

The preset is added to the Custom Presets drop-down menu.

Manually Configuring a Filter

You can manually configure the filter for greater granularity. After you configure the filter, it is added to the filter bar and the page is automatically updated to show the items that match the new filter. When there are multiple Fields, there is an AND relationship between them.

The following table explains the sections in the Add Filter pop-up window:

Name	Description
Field	Select the field for this filter. The available fields are based on the filtered items in the selected time range.
Operator	Select the operator that defines the filter For multiple values within the same Field, use the IN operator (this applies an OR logic)
Value	After you select the operators, you can choose the value for the filter.

Name

Description

Field

Select the field for this filter. The available fields are based on the filtered items in the selected time range.

Operator

Select the operator that defines the filter

For multiple values within the same Field, use the IN operator (this applies an OR logic)

Value

After you select the operators, you can choose the value for the filter.

To create a manual filter:

In the filter bar, click the Add icon.

The Add Filter window opens.
From Field, select the field for this filter. You can enter the name of the field and the options in the drop-down menu are dynamically updated.
From Operator, select the operator for the filter.
If necessary, from Value select the value for the filter. The in and not in operators support selecting multiple values.
Click OK. The filter is added to the filter bar.

Note

Note: When you are creating a manual filter for a Field, the Value drop-down menu shows a maximum of 99 results. You can enter the entire name of a Value, and it is added to the filter.

Defining the Default Page Filter (Default Preset)

Use the preset drop-down to set any of the preset filters to be the Default preset filter. The Default preset determines the filters applied when the page is first opened, and can also be selected from the preset drop-down menu.

To define the Default preset filter:

Click to open the presets drop-down menu.
Hover the mouse over a preset and click . The preset is defined as the Default preset.

Filtering by Type

Use the quick filter buttons under the timeline to exclude a type of data, and then automatically update the filter bar.

This is currently supported for the Events and Audit trail pages.

To filter by type:

From the timeline, click the type of data under the timeline. The type is excluded from the filter and from the results.
To clear the filter:
- Click the X for the filter icon.
- Click the name of the quick filter type.
  
  (The filter icon in the above example is event type is Connectivity)