Introduction to Filters
Quick introduction to the key capabilities of the module
Filters are one of the "Common Features" - these are the set of features that apply to all modules in eramba and are used exactly the same way. These features appear at the top of every module: Actions, Filters, Notifications, Reports, etc.
Filters are the most important of these common features because they are used to query and visualize data in eramba. You will be asking questions to eramba such as:
- Which Risks expire next week?
- What policies are used in PCI?
- What Internal Control evidence is missing?
- Etc
Those questions will be made using filters and eramba will display answers in a table format as shown in the screenshot below:
You will typically use the same type of "Questions", for that reason eramba allows you to save common filters so you can quickly load them from the menu with one click. A set of built-in filters is shipped with eramba to help you get started. The name of the filter, its conditions and the number of results will always be shown to you.
Once you create and save a filter, this can be sent by email to you as a regular notification. For example: "Every 10 days, send me the list of Risks which are High and have non-tested controls as mitigation". Once you create your filter simply attach it to a "Report" notification. You can choose how often the filter will be executed and emailed, the format (PDF or CSV), Etc.
You can customise any filter in pretty much any way you want, this is why you can ask all sorts of questions to eramba.
There are literally millions of possibilities when it comes to conditions because the filter configuration tool allows you to search across multiple modules. This feature allows you to ask, while in the Policy Module, which policies are used in the PCI-DSS part of the compliance module.
You can choose which columns to display in the output table and, if a cell has many items, you can choose to show their names or a count of the items. This is part of our basic customisation phase.
Saved filters are also used on reports. You can include your "Top ten risks" to a report on the Risk module by creating a filter "Show all risks, ordered by score, limit 10" and then use the "Filter" widget on the report to include it.
