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Report Filters

Report Filters

This topic outlines the use of report filters

 

Filters used within the report are managed through the Report Filters page. This page as we have already discussed is opened once we double click on the selected report within the Client Report list. The Report Filters page allows you to specify additional filters, or to alter or remove the ones that have already been specified.

 

 

To specify additional filters observe the following steps:

  1. Select the Add rule button to assign a blank filter field.

  2. Click into the blank filter field to open a drop down, select the database field that you want the report filtering on. Please be aware that specifying an incorrect database field may result in the report return a blank output.

  3. Once your filters have been defined select the NEXT button, to generate the report output.

 

To remove an existing filter, select the x Delete button located to the right of the filter.

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