Add a New Report Filter

There are two ways to add a filter to a report. The first method is to select Add Filter from the column menu of the column you would like to use for filtering. The second method is to use the Report Filters configuration tool.

• Select the column for filtering. If you are viewing the report, click on the column header and select Add Filter.  If you are in the Modify menu, click on Add New Filter and select the column for filtering.  Using the report filters in the Modify menu allows you to filter on columns from the source that may not be displayed in the report itself.
• Select the type of filter to be used from the drop-down menu.
• Enter a value for the filter in the second box or select a value from the drop-down menu. If the Prompt checkbox is marked, no value needs to be entered in the second box.  Instead the user will be asked for a value to use when opening the report.
• Click Add Filter.

This process can be repeated to add additional filters to the same column (such as for defining a range) or to other columns in order to further refine the report.  If more than one filer has been defined, set the Filter Rules radio button to OR or AND as appropriate. Selecting OR will cause a row to be displayed when any of the defined filter criteria is true. Selecting AND will cause a row to be displayed only when ALL of the defined filter criteria is true.

In the Report Filters tool, clicking the OR or AND text will toggle the value from one to the other.

When a filter has been applied to a column, a small column state icon appears directly under the column heading.