The filter feature allows you to choose from a pre-saved list of views or gives you the option to create your own. A view will group and order Records as well as filter down Records based on values for fields. An example would be a list of Projects filtered down to status red grouped by business unit and ordered by project title. Your system administrator will set a default view for the App which you will see the first time you access a Report. You will then have the option to change the view and this will remain as the view you see for the Report each time you access it until changed again.
When viewing a Report click on filter from the Report feature menu in the top right of the screen.
This will open a property sheet where you will be able to create a view for the Report.
- Group By: This will categorise the records in your App by a selected field alphabetically
- Sort By: This will then order the records within a Group by a second field.
- Add Filter: This is where you can then filter the records down to a subset based on field values. First select a Field, then the logic (Contains, Equals, …) and then the value for the field to meet the logic.
To apply the view that you have created click on the tick in the top right of the screen.
You can also save your filter if it is a view that you would like to use again. This can be maintained using the ‘Manage Saved Filters’ area. Click here for our article on Managing Saved Filters.
Note: You can also create a new filter with your current filter criteria pre-populated by clicking on 'Custom Filter ...' form the Funnel Icon at the top right of the Report.