On the Best Practice Dashboard, you can search for a Best Practice by its name or ID, or narrow the list using filters. To reach the dashboard, see About Best Practice navigation.
Search by name or ID
1. Enter the name or ID of the Best Practice in the search box in the top-left corner.
Note: The search box only searches by ID or title. To search by any other information, use the filters described below.
Search using filters
Filters let you show only the Best Practices that match specific criteria.
1. Select one of the filters next to the search bar.
2. Choose an option from the drop-down menu.
The active filter turns blue and shows the option you chose. The matching results appear below.
Tips
There are many filters available, based on the information stored in each Best Practice.
Click More to see all available filters.
Click Clear All at the far right to clear all filter criteria.
To clear a single filter, click the x icon next to its drop-down button. This clears the filter and also removes it from the visible list.
To bring back a filter you removed, click More.
Good to know
LeanSuite data tables let you save a custom view with your selected filters applied, so you can return to the same results without re-applying the filters each time. See Save, pin and share dashboard views.
You can export your filtered results as a .csv file for analysis, documentation or tracking. See Export data from the Best Practice dashboard.