Hummingbird Help Center
  • General
    • Adding additional data to a review (Custom Fields)
    • What is Hummingbird?
    • How do I send feedback or get answers to my questions about Hummingbird?
    • How do I sign-in to Hummingbird for the first time?
    • What are the Hummingbird APIs?
    • What is Hummingbird’s onboarding process?
    • What’s Hummingbird’s data retention policy?
    • What’s Hummingbird’s security and data management policy?
    • Which browser is Hummingbird compatible with?
    • Which features should I highlight during an audit? What should I present to the regulators?
  • Analytics
    • How can I export data from an Analytics table?
    • Where can I see a summary of all my cases over time?
    • Where can I see a summary of all the stats associated with my cases?
    • Where can I see my team's workload and analyze the time it takes to complete reviews?
  • Case Management
    • How can I add tags to cases?
    • Can I delete cases that were created by accident?
    • Can I make changes to a case that’s already been submitted for approval?
    • Can I set ongoing monitoring/reminders for certain cases? Where can I find these cases?
    • How can I add an approver in within a review?
    • How can I assign a review to a team member?
    • How can I change the assignee name on a completed review?
    • How can I configure workflows in Hummingbird?
    • How can I confirm that a file has successfully been imported in Hummingbird?
    • How can I create a new case?
    • How can I create triggers for a case?
    • How can I filter my cases by review type?
    • How can I reorder existing columns or add columns on my dashboard?
    • How can I see time-sensitive (high priority) cases?
    • How can I verify that the cyber event indicators have been imported correctly?
    • How can I view details of a case or work on a case?
    • How can I view and manage Subject data?
    • How can I see all Profiles associated with my cases?
    • How do I complete a review (from start to finish)?
    • How do I manually import data into Hummingbird?
    • How does the timestamp work in Hummingbird?
    • How can I download case files?
    • How should I manage case names in Hummingbird?
  • Collaboration
    • Are comments included in SAR filings or other reports?
    • How can I alert a team member to a case?
    • How can I manage a joint SAR?
    • Where can I find my in-app notifications?
    • Where can I leave comments for team members in Hummingbird?
    • How can I add formatting to my Narratives?
    • Where can I manage my email notifications?
  • Data Integrations
    • How should I integrate transaction monitoring alerts? What’s the recommended data flow?
    • Reporting Credit Card Numbers on SAR Forms
    • What are the minimum data requirements for importing transactions?
    • Why did Hummingbird reject my file import? Why did my file fail to import?
    • When importing data to existing cases, how are locked cases handled?
  • Features
    • Batch Filings w/ FinCEN
    • Case File Attachments
    • Case Pinning
    • Enhanced Dashboard Filtering
    • CRM Entity Merging
      • Expectations
      • API Interaction
      • Upcoming work
    • CRM Profile Attachments
    • CRM Relationships (including beneficial owners)
    • Queue Assignments
    • Quick Links
    • Tag Management
    • Traceable Filings
    • Can I lock the information in a case?
    • Can I add custom suspicious activities to the Activities task?
    • Can I configure surveys within a workflow?
    • How can I add information to a case?
    • How can I remove a Profile from a case?
    • How can I update information for an entity?
    • How can I visualize the connections among all the entities within a case?
    • How can I visualize the location of each of the entities associated with a case?
    • How will the information in my case map to fields in Suspicious Activity Reports (SARs)?
    • What are narrative templates and where I can manage them in Hummingbird?
    • How do I manage transactions?
    • Would I get notified when a subject is involved in another case?
    • Hummingbird AI: Security & Privacy Overview
  • Hummingbird API
    • How do I generate API keys?
    • How do I get started with Hummingbird’s API integration?
    • Is there a limit on the size of API calls?
    • What’s the difference between the Alerts API and the Case API?
    • Where can I get more information about why an API call failed?
    • Can I upload files over the API?
      • Supported Mime Types
    • How do I upload larger Alerts data via API?
  • Platform Administration
    • Can Hummingbird auto-assign reviews to my teammates?
    • Can I remove certain data imports or clear out the entire import history in my sandbox or production
    • How Do I Export My Organization's History?
    • How can I switch between organizations I’m assigned to?
    • How can I view or change information about my team or organization?
    • How are Filing Institutions and Financial Institutions related?
    • How do badges (roles & permissions) work in Hummingbird?
    • How do I access my Hummingbird sandbox or production environment?
    • How do I switch the integration from sandbox to production at launch?
    • How does the out of office functionality work in Hummingbird?
    • How should I configure my firewall settings?
    • What’s the difference between the Organization tab and the Filing Institution tab in Settings?
    • Where can I check the system status of the Hummingbird platform?
    • Where can I manage my account information?
    • Where can I see a history of user activity in Hummingbird?
    • Where can I see a list of released features within the Hummingbird platform?
  • Reporting
    • Does Hummingbird guarantee that SAR filings won’t receive warnings or be rejected?
    • How can I flag transactions? How can I view the list of flagged transactions as part of the SAR?
    • How do I connect Hummingbird to FinCEN?
    • How does FinCEN process SAR filings? How long does it typically take to process these filings?
    • How does Hummingbird manage connectivity to FinCEN?
    • What happens if I mistakenly resubmit a SAR filing that has already been sent to FinCEN?
    • What is the Hummingbird SAR Filing API?
    • Where can I download a case data summary report?
    • Why are validation errors preventing me from closing out or submitting a case?
    • Does FinCEN support Unicode characters?
    • Why aren’t the dates of birth for subjects populating in the FinCEN SAR PDF?
  • User Administration
    • How can I add users to my sandbox or production accounts?
    • How can I remove users from my sandbox or production accounts?
    • How can I reset my password?
    • Password Policy
    • How do I set up two-factor authentication?
    • Do you support Single Sign-On?
    • Enabling Directory Sync (SCIM) for Hummingbird
  • Notices
    • Planned Maintenance Schedule
Powered by GitBook
On this page
  • What is enhanced dashboard filtering?
  • Frequently Asked Questions
  • Have questions?

Was this helpful?

  1. Features

Enhanced Dashboard Filtering

PreviousCase PinningNextCRM Entity Merging

Last updated 1 year ago

Was this helpful?

What is enhanced dashboard filtering?

Hummingbird is focused on adding additional customization and flexibility to the platform so you can specify and view details that are relevant and important to you. This is just the start, more enhancements coming soon!

Frequently Asked Questions

What is the difference between a Filter and Filter Group?

A Filter allows you to define which data point(s) you’d like displayed on your dashboard by specifying either a singular or multiple fields with exclusive (and) or inclusive (or) logic . A Filter Group allows you to apply more granular and specific logic by combining multiple filters into one group, which can then be applied to additional filters.

How do I know how the dashboard data has been customized?

We display which filters are being applied on the top left hand side of your dashboard, and expose the sorting order in the column header.

Is there a max number of filters or sorting you can apply?

No! You can apply as many filters and sort as many columns as needed/desired.

How do I filter by CSV?

Alert ID and Internal Control Number are filterable by comma-separated values. Just comma separate the identifiers you are looking for in a string and paste into the text input field. We currently support up to 100 items to filter on.

Is the dashboard layout sharable?

Sending your dashboard URL to another Hummingbird user will present them with your customized layout. Badge permissions will impact what data is displayed and would result in different review details being presented.

Can you save a dashboard layout?

Yes! You have two options:

  1. Saving your customized dashboard layout as a bookmark will allow you to easily access and share the filtered/sorted dashboard.

  2. Save it on the platform.

How do I save filter views to my Hummingbird user account?

Once a filter is set that you want to save, click the Save filter view button. You will then be given an opportunity to name the filter. You can then retrieve the filter on your next session in the view selector.

How do I rename or delete my saved filters?

Easy! When viewing a saved filter, rename or delete functionality is available in the upper-left.

What about modifying my saved filters?

To modify a saved filter, just load the filter, make a change and apply that change. You will then see the context change at the top of your dashboard.

  • Rename filter view: Saves the changes to the saved filter and renames it at the same time.

  • Delete filter view: Deletes the saved filter

  • Update filter view: Updated the existing saved filter with the new settings

  • Save as new: Saves the update filter under a new name

Why are my dashboard settings removed after clicking into a detail view?

When working with ad-hoc filters (not viewing a saved filter) dashboard settings will be wiped once you click into a case and click on the Hummingbird icon to navigate back to the dashboard or table.

How do I retain filters when I view detail and then return to the dashboard?

Simple! Saved filters persist between viewing details and viewing the dashboard. Just load a saved filter set and it will be applied throughout your session. You know your view is being filtered by observing the context in the upper-left of the dashboard.

How do I export the data from my dashboard?

To export your data, simply click on the "⋮" icon and select the "Export to CSV" button. This will enable you to download a CSV file containing all the reviews that match your current filters.

Have questions?

Use the chat to speak with our Support team or email support@hummingbird.co

Save filter button
View selector