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Views are used to filter your data on each list E.g Tickets, Assets, Alerts. You can filter your data in many ways and then save this as a View. These Views can also be shared globally with your team. Client Focus is used when you want to filter based on a specific client. The Client Focus works in combination with your selected View. As an example, if you have a View that shows ‘Mine & Unassigned’ tickets, then applying a Client Focus will filter the data to only show ‘Mine & Unsigned’ for that specific client. The Client Focus also persists across all lists.

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Create a View From Alerts

We’ll use the Alerts list as an example here.
  1. Navigate to the Alerts list
  2. Click ‘Create a view’ at the bottom of the Views pane
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  3. Enter the fields to filter the list
    • Name: this is the name that shows in the Views pane (emojis work) E.g 🏹 Huntress
    • Keyword: this will filter by keyword in the Alert name (white text)
    • Clients: leave blank for all clients or choose specific clients
    • Severity: choose one or multiple severity levels
    • Type: choose one or multiple types
    • Ticketed: toggle on to show alerts that have been associated with a ticket
    • Ignored: toggle on to show alerts that have been ignored
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  4. Click Save and navigate back to the Views pane
Tips!
  • The 3-dot menu beside each View can be used to:
    • Edit: make changes to the View
    • Set Default: this is the view that will load automatically for you
    • Set Global: this will share the View to everyone in your organization (only Admins can do this)
    • Hide: this will put the View into the collapsible section called ‘Hidden Views’
    • Delete: this will delete the View
  • Some lists will have toggles up the top-right to quickly make changes E.g show Ticketed/Ignored on the Alerts list

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Filter Alerts by Client

We’ll use the Alerts list as an example here.
  1. Navigate to the Alerts list
  2. Click the Client Focus button in the top-right of the Views pane
  3. Enter the Client name. Your list will now be filtered by the View AND the Client Focus.
Tips!
  • Client Focus persists across all lists in Gorelo. If you set the Client Focus on alerts and then navigate to Tickets, it will still be there.