Selecting a Default Report 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 Filter is covered. This being 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.

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, 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.