You can apply filters to segment reports by region, location, belt level, and so on. Filters can help you analyze your data more closely so you can gain further insight into your company's improvement initiative.

When you apply or remove filters, Companion maintains your filter settings, even if you switch reports. However, default filter settings are restored every time you sign in. To change the default filter settings, apply the filters in edit mode. For more information, go to Create and edit filters.

  1. Under the report name, click the add button , and then choose the filter to apply to the report. You can apply more than one filter to a report.
  2. When a filter has multiple options, click the drop-down list button , choose the filter options to include in the report, and click Update. For information about how filters determine report results, see the following example.
    In the following image, the gray dot next to In Progress indicates that it is the default selection.

Example of how multiple filters and filter options determine report results

When multiple filters are applied, Companion performs an AND operation between the filters and performs an OR operation between selected filter options. For example, three filters are defined with the following criteria:
Filter Criteria
DMAIC Project Type IS DMAIC; AND
In Progress Project Status IS In Progress; AND
Projects by Region, a filter that contains options Region IS North America OR European Union
When the filters are applied, the report shows only DMAIC projects that are in progress in either North America or the European Union.
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