Flexible Filters Management 🔗

Creating Flexible Filters in Aspire EDU

Key Steps

1. Accessing Flexible Filters 0:33

• Ensure you are logged in as an Access Manager Admin in Dropout Detective or Grade Guardian.
• Click on your name in the top right corner to access the settings option.

2. Navigating to Flexible Filters 1:02

• In the settings page, locate the tab labeled 'Flexible Filters'.
• If this is your first time, the page will be blank.

3. Creating a New Filter 1:16

• Click the blue button labeled 'Create Filter'.
• Fill in the filter name and description (optional).
• Set the criteria for your filter (e.g., risk score of at least 70 and no notes documented for more than 5 days).

4. Saving the Filter 2:35

• Once you are satisfied with the criteria, click 'Save'.
• Your new filter will now be visible in the list.

5. Editing an Existing Filter 3:02

• To change the filter name or description, select the filter and make your adjustments.
• Click 'Save' to update the filter.

6. Deleting a Filter 3:20

• If you no longer need a filter, select it and choose the delete option.

7. Viewing Default Filters 3:37

• Use the 'Show Defaults' option to view all default filters available for users.

8. Managing Sub-Account Filters 4:01

• For Canvas schools, click 'Show Sub-Account Filters' to view filters created under sub-accounts.

9. Importing and Exporting Filters 5:04

• To download filters, select the option to export to a CSV file.
• To upload filters, choose your CSV file and click 'Upload'.

10. Seeking Support 5:56

Need Help? Reach out to support@aspiredu.com.