Filtering Data in Reports

When you run a report, you can filter the data it includes. Filters are comprised of one or more conditions. For example, you can set conditions to include only specific accounts or groups in a report. You can save filters in order to quickly apply them each time you run a report. If required, Administrators can view the report condition formulas for troubleshooting purposes.

To create a filter

Select the report you want to run, then click Edit.

The filtering conditions appear on the right of the screen.

From the Match list, select one of the following:

All - to match all specified conditions.
Any - to match one or more specified conditions.

Select a condition in the Match By list (as described below) and complete any other required information for the condition. Click the plus (+) button to add the condition to the filter. You can add as many conditions as necessary.

Date Range - Filters the report by the selected period or date range.
Group - Filters records by a predefined grouping. Results vary depending on the report type selected. Some reports do not allow filtering by Group type.
Query - Filters records based on the Table, Field, Operator, and Value selected or entered.
User - Filters records by the selected user type or user's name.

Type a name in the Save Condition as box, and then click Save to save the filter.

The administrator selects the fields used to calculate data and user filter conditions. If you use these filters and your report does not contain the information you expected, it may be due to the fields used for the calculations. See your administrator for more information.

To remove conditions in a filter

Select a condition, and then click the Remove Condition button. To remove all conditions, click Clear All.