Filter a Report - Changing the Search Method

Changing the Search Method for a Built-in Filter and Removing a Built-in Filter

The search method for built-in filters can easily be modified.  Follow these steps to change an existing search filter to a different method or remove a filter.  (The process to change or drop filters is the same for report designers, except the designer would not use [Quick Edit] and can save the report with the new filters.)

• While in the report view of a report, select the [Quick Edit] option from the [Edit] button.
  
• [Quick Edit] will open the filter settings portion of the report in partial design mode.
  
• Filter modifications using [Quick Edit] are temporary and cannot be saved. Once you leave the report display, filters added via [QuickEdit] are no longer available. If the need exists to save new filters to a report, contact your system administrator or an InSight pro user at your organization about creating a copy of the report with the filters you need.
  
• To remove a filter:
  • Click anywhere on the label section of the existing filter EXCEPT on the pencil icon.
    
  • When the settings window displays, click the delete icon (trash bin).
• To change a filter:
  • Click anywhere on the label section of the existing filter EXCEPT on the pencil icon.
    
  • When the settings window opens, the default view includes four basic filter properties for the Filter Operator. Set these Filter Properties as desired.
  • See the "Search Filter Definitions" at the end of this page.
    
    • Equivalence Type: Select the type of filter desired.
      
    • Filter Method:  Select the method of filter desired.  These values will vary based on the Equivalence Type.
    • Value:  Set or select the filter criteria.  (This setting is the Default Value when in design mode.)
    • Single/Multiple: This property is used when a select filter is used to determine if the filter accepts only a single value or multiple values at the same time. (Single-select VS Multi-select)
• Continue to modify other filters as needed until complete.
• Click the [Apply Filter] button.