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Autorun Report on Load

Choose whether or not to run the report on first load. You might use this option for daily reports so that they display the most up-to-date data upon loading.

Remember Filter Values

Choose whether or not to remember previously applied filter values for this report for when it is next loaded. For example, a daily report might include a dynamic date of 'yesterday' in its filters. However, if the daily report contains a filter with a date to be manually selected, you might opt out of using this feature for that report.

Drill Filters

Choose whether the filter panel and filter breadcrumbs of the child report will appear after a drill through takes place. This only needs to be set on the parent report. There are three options:

• Open: The filter panel is maximized, displaying the filter list, and the applied filter breadcrumbs appear at the top of the child report.
• Closed: The filter panel is minimized, with the option to open the panel to display the filter list. Applied filter breadcrumbs still appear at the top of the child report
• Hidden: The filter panel is minimized, with the option to open the panel, but the filter list remains hidden. Applied filter breadcrumbs are not displayed.

Regardless of which option you choose, a breadcrumb list of applied filters is always displayed at the top of a report, which cannot be manipulated.

Minimize Filter Section

Choose whether to show or minimize the display of filters upon the first load of the report.

Filter Date Reference

Choose how the report should apply filter date periods — either relative to the current date, or relative to the date when the view was last updated.

Value Entry Method

Define the way the user should provide values for the filter. There are two available options:

• Manual User Entry allows the user to either type in dates into the entry fields, or use the calendar picker.
• Value List Selection allows you to cache values or provide a list of pre-defined date ranges for the user to select from.

Allow Prompt

This option is only available for the Manual User Entry option and allows users to prompt the database for a list of values to select from at the time of viewing the report.

Value List Setup

Define which method of providing a list of values you will use. There are three options:

• Pre-defined Periods: Use a list of pre-defined date ranges for the user to select from. See Date Filter Periods for more information.
• Cached Values: Create a list of values by caching the current contents of the field in the database (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Cached values On Demand: Create a list of values by loading the contents of the field each time the report is loaded.
• Custom Query: Create a list of values by caching the current contents of the field in the database using a custom SQL query (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Custom Query Cached On Demand: Create a list of values by caching the current contents of the field using the custom SQL query each time the report is loaded.

Choose if cached values should be displayed in a dropdown or a popup.

This setting filters the cached values with the result of any filtered metric fields in the report, provided the metric field filter is not user prompted.

For example, you can use this setting to further filter the unique values of this field to be cached, by adding an age (metric) field with a defined filter of greater than 50. The values cached for this dimension field will only include unique content where the age field is > 50.

Sort

Define the sort order for the list of values as ascending or descending.

Default Value

(Optional). Define the default value(s) to be used for the filter when the report is initially loaded.