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Create Filters

 
Use this tab to add filters to your report. Drag fields from the tree, drop them on the table, and then configure how they will be used to filter the report results.
 
Create Filters
1

FIELDS TREE

1. FIELDS TREE
 
The data that appear in this tree vary, depending on the record type associated with the report. Click to select one or more fields in the tree, then drag and drop them on the table to add them as filters to your report. Alternatively, click the checkbox next to one or more fields in the tree and then click the floating action button to add them to the table.
3

FILTER TABLE

3. FILTER TABLE
 
Each line in the table filters the results of the report. Filters can be And/Or filters and can contain nested statements.
  • Line # Field - This field determines the order, from first to last, of evaluating filter lines when running your report. This field can be edited by dragging lines up or down in the table.
  • Parentheses Fields - You can configure filter statements with left, right, and nested parentheses.
  • And/Or Field - Select "And" or "Or". The default is "And".
  • Field Field - Read only. The name of the database field.
  • Operator Field - Select a logical operator from the dropdown list. Operators vary, depending on the data type of the field.
  • Value Field - Type a value to act as a filter for the selected operator.