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Overview
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The use of pre-defined filters is especially useful in instances where:
- A common set of filters are used by report writers – such as location, or business unit; or
- If there are particularly complex filters that can be built ahead of time and are commonly used.
Create New Filter
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- Filters can only be created using the formula builder. Like a standard calculated field select the filter options from the unattached fields list. Drag the filter option into the report folder list.
- On dragging the field into your folder you will be presented with the filter formula builder.
- Select the field you wish to filter and then use the operator, brackets, and or function buttons and text field to build your filter.
- Click OK to save your filter and include it into your field list. The filter will be highlighted with a filter icon.
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