Ad-Hoc Reporting: Filters

Ad-Hoc Reporting: Filters

Purpose

To demonstrate how to apply Filters to a report created in Ad-Hoc Reports. Filters allow you to temporarily change the data in your Report without adjusting your Criteria.

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Video




Instructions


1. We got here by Reports Module > Ad-Hoc Reports > Create Report and then navigated from the Report Schedule tab to the Filters tab.





2. All of the Data Fields from your originally selected Data Source Configuration are available to use as a Filter.


All of the Data Fields from your originally selected Data Source Configuration are available to use as a Filter.



3. You can use the search bar at the top to filter for any specific fields. Then select the checkbox next to the field(s) you want. Click the plus icon to move them over.


You can use the search bar at the top to filter for any specific fields. Then select the checkbox next to the field(s) you want. Click the plus icon to move them over.



4. All of your Filters will now be shown in the column on the right.


All of your Filters will now be shown in the column on the right.



5. You can remove an individual Filter by clicking the trashcan icon.


You can remove an individual Filter by clicking the trashcan icon.



6. You can bulk delete one or more Filters by checking the box next to the Filter or by checking the box in the top left corner to select all. Then click the trashcan icon on the top right.


You can bulk delete one or more Filters by checking the box next to the Filter or by checking the box in the top left corner to select all. Then click the trashcan icon on the top right.



7. Your filters will now be available to use at the top of your Report.


Your filters will now be available to use at the top of your Report.



8. A field that has a specific set of data options will let you select the ones you want from a dropdown list. You can select one or multiple.


A field that has a specific set of data options will let you select the ones you want from a dropdown list. You can select one or multiple.



9. A Filter field that is a date will give you a dropdown list to select a defined date range.


A Filter field that is a date will give you a dropdown list to select a defined date range.



10. Once you have made your choices on the content to Filter, click Apply to regenerate the Report with the filtered data.


Once you have made your choices on the content to Filter, click Apply to regenerate the Report with the filtered data.



11. Click Reset to return to the original Report.


Click Reset to return to the original Report.



12. You can navigate to the Settings tab next to complete your Ad-Hoc Report.

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