Default Filter / Star Filter

Filters enable the efficient sorting of Records within Reports and prove themselves as extremely versatile tools when it comes to doing just this. The beauty is that there are almost infinite filtering possibilities, entirely customisable, depending on the Fields within your Apps and what information you want a Report to present you with at any given point.

More specifically, in this particular article, the selection of a Default or Star filter is covered. This is a filter that is interchangeable; once selected it will be applied to a Report by default. A Default Filter will act much like a Base Filter, (see here for configuration of one), however, it has advantages in being interchangeable and not requiring access to AppStudio to create or set it.

Star Filter

This filter will automatically be applied to a specific report for all users. Filters can be applied on top of the star filter as well and the star filter will be applied on top of the base filter. This can be useful for site administrators who want to update yearly or quarterly reports to only show the current records but can set a base filter.

Once in a Report, you select a start filter by accessing the pre-existing list of filters, this is done by clicking on the funnel in the top right corner. *If no Filters exist for the particular Report see here on how to create them.* When this list is visible, simply select the star next to the Filter you wish to make a Default one. As seen in the below example the middle filter has been selected as the Default.

You will then be asked if you wish to confirm your choice, once this is done the Default Filter will be applied to the Report for all users. You can select the star again to remove the star filter. 

Default Filter

This filter will automatically be applied to a whole app for all users. This filter can be placed on top of base filters and star filters but a filter can not be placed above it. This can be useful for site administrators who want to set an app to show only the current years data for all reports while not having to go through and update all filters individually. Once the user selects another filter it will override that filter

Once in a Report, you select a default filter by accessing the pre-existing list of filters, this is done by clicking on the funnel in the top right corner. *If no Filters exist for the particular Report see here on how to create them.* When this list is visible, you will then need to select the filter you wish to set as the default filter. when in the edit screen you then need to select the save option which will bring up the option to select 'Default for All Users', once you select this you can then click save which will set this as the default filter for the whole app.