4.1 Adding Filters

A filter is a way of both incorporating user interaction to choose what data they wish to view, but also to pre-set exactly what data the final user will see.

1. Drag the fields you’d like to filter by from their relevant folders into the Filters section.

   Open

   

2. To determine how each field will be used as a filter, hover over the filter field and click on the right hand arrow.
   You can then determine:

if you are filtering the field’s raw values or an aggregation of them Open

what the operand (or argument) for that field is, i.e. equal to, different from, in list, between (for dates), is null

if the filter is user prompt (decided when run) or a defined value (always set as that value)

• Format the filter name and other settings - see Formatting Filters below

• Advanced settings - see Advanced Filtering below.

4.2 Formatting Filters

To change how filters are formatted, click on Format against the relevant filter (outlined above) or click the filter icon in the top menu.

• To format the overall filter display, click on Filter Display & Actions under General Settings.

  Key settings you can change include:

  • Filter Display (Top, Left or Left Side Nav)

  • Filter Width - change to Long for better layout

  • Display Filter Values - display the values applied to the report in the report legend.

  This is helpful when exporting a report so that you see what filters were applied. Note that you will need to turn offi Display Filter in Legend against each filter if you do no want specfic filters to be shown in the legend.

Under Actions:

• whether your report automatically runs when opened

• if it remembers the last filters applied or the default values

• To format individual filters, click on the filter you’d like to format. You can change a range of filter settings here:

  • filter title

  • display it in the legend, if the legend is enabled under general settings (when the report is run)

  • whether the filter is mandatory or not

  • remember previous selection

  • whether the filter is Manual User Entry or Value List Selection

4.3 Cached and Pre-Defined Filters

To change how filters values are populated on user prompt filters, go to Entry Style under the individual filter's Filter Formatting.

Cached Filter Values

• For text and numeric fields, choose Value List Selection and then Cached values. Click Refresh Now to cache all of the currently available filter values in the database.

If required, select a default value for this user prompt filter.

Pre-defined Date Periods

• For Date fields, choose Value List Selection and then Pre-defined Periods. Your date filter will now populate with a list of predefined periods eg last calendar month, today. You can always choose 'Custom' to select a specific date or dates.

4.4 Applying Filters

You can apply a value to your user prompt filters while you build your report.

1. Click on the filter icon on the right hand side of the canvas.

1. Click on the filter you’d like to add a value to.

1. Enter the relevant value(s).

1. Click

Go (in the bottom right of the screen) to apply the value(s) to your report.

4.5 Advanced Filtering

For advanced filtering instructions, refer to Advanced Filters.