Tips and Tricks

Add a Filter to a Report


In this Tuesday Training Trip, you'll learn that not all filters may be displayed on a report. There could be inactive filters that you can add to a report! If you have the appropriate access, navigate to the Administration Tab of a report. Scroll down to the Filter Options section. Expand that section. You'll see all the filters that are currently active. If you click on the Add New Filter Option button, you will open a pop-up box and select additional fields that can be added as a filter. Note that only one can be selected at a time. Choose your filter from one of the available fields. Complete the filter options to build your filter. After you save, make sure that you reload the report so that the new filter option is activated.

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