We have a new feature within the filters sidebar in Cubiko which allows you to create and save your favourite combinations of metrics filters.
The filters include:
- Items
- Practitioner
- Appointment type
The filters in Multisite include:
- Items
- Practice
You have the flexibility to choose single or multiple filters, empowering you to save countless combinations as per your preference see below how you can:
Setup your Saved filters:
You can create multiple Saved filter combinations which are all editable, nameable and can be deleted.
To create a Saved filter:
- Select the filters you wish to save e.g. Specific Practitioners/ Providers and item numbers. Please note the items, Practitioner and Appointment types will be from your practice management software. If a Practitioner or appointment type is missing, please head to settings and review your users and appointments.
- Click on the Save filters button in the top left-hand side. Name this filter combination and press save.
- You can create as many saved filter combinations as you like! Just follow the same process as shown above.
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- Click on the Load filters button in the filters sidebar, and you will see a drop-down of all your saved filter combinations:
- Select the Saved filter combination you wish to use
This will then display those filters to the metric you are in, and you will see the filters applied in the filters sidebar.
To clear all filters, press the reset button at the top of the left-hand side of the page:
TOP TIP: Set up all your filter combinations, then you can easily and efficiently switch between your saved filters by pressing the 'Load filters' button.