Filter a Report - Adding a Filter

Follow these steps to add a new search filter.

• While in the report view of a report, select the [Quick Edit] option from the [Edit] button.
  
• Click the [+] button to the left of the [Apply Filter] button.
• From the pop-up window, check the field to use in the filter.
• Then click the [OK] button.
• The new field now exists in the display.
  
• Click anywhere on the label section of the new filter EXCEPT on the pencil icon to open the filter settings window.
• When the settings window opens, the default view includes four basic filter properties. Set the Filter Properties as desired.
  
  • 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)
• There is also an [Advanced] properties option with additional property settings.
  
• Click the gear icon in the properties window to the right of the delete icon. Set these properties as desired.
• Source: This section displays the data source of the filter.
  
  • Type: This will display "View" and is not an editable value.
  • Name:  The name of the underlying table from the search field and cannot be changed.
  • Filter Name: The name of the field from the underlying table to be searched.  If changed to a field from a different table, the table Name field above will also change.
• Filter Operator:  This section sets how the filter performs the search.  See Search Filter Definitions at the end of the 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.)
    
• Filter Settings:  This section sets various options for the filter.  These settings typically are used when designing a report and saving filters.
  
  • Filter Alias: Label displayed next to the filter.  After entry, be sure to hit the [Enter] key to enable the text entered.
    
  • Visible: If not checked, the filter field will not display.  This setting can be used to force a default value that the user cannot change.
    
  • Required: If checked, the field will require a value.
    
  • Cascading: If checked, the values in select lists will be filtered based on the value of the filters to the left.
    
  • Sort:  This setting controls the sort of values in select lists.  Click to switch between A-Z and Z-A.
    
• Filter Formatting:  This section sets how the filter displays.  These settings typically are used when designing a report and saving filters.
  
  • Format: This sets the format of the values in the filter select box.  There may be some additional formats under a "Custom" category at the bottom of the select list.
    
  • Font:  This sets the display font type and size used in the filter.
    
  • Style:  These set the bold, italics, and underline display attributes of the filter display.
    
  • Color:  This sets the display color of the filter.
• Continue to modify other filters as needed until complete.
• Click the [Apply Filter] button.