Preset Filters

Preset Filters enables users to apply predefined filter settings to any report within a workspace. This enhancement not only streamlines data analysis but also significantly improves the user experience by providing quick access to tailored information. This article delves into the functionality of Preset Filters, illustrating how they can be created, applied, and managed within App Studio to elevate your reporting capabilities.

Creating Preset Filters

1. Navigate to the filter section: Go to the filter section in App Studio:

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2. Define Your Filters: Upon adding a preset filter, you will be presented with options to select fields for filtering.

   1. Filter: This is the main criterion you want to apply to the preset filter.
      • Field: This will display the field you have added above with the [ID] next to it.
      • Comparison: This dropdown lets you define the kind of relationship you want to evaluate. Options might include "Equals", "Does not equal", "Greater than", and so on.
      • Value: Here you'll input the exact value (or values) you want the chosen field to be compared against. This could be a number, text, date, or any other type of data depending on the field you've selected.

Applying Preset Filters to Reports

After creating your Preset Filters, they become readily accessible within your workspace. In the Quickfilter option, you will see a bookmark section like shown and you can select the preset filter for the report that you are in.

To clear the preset filter, click the Clear Preset button here: