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      Custom Report Filtering

      Step 1: Select the filter button within the custom report editor

      • Select all filters that apply to your report.
      • Filter types include
        • Date filters
        • User filters
        • Status filters
        • Organization filters
        • Strategy filters

      img_report-filter

      Tip: For best results, leverage filtering to provide scope your reports.

      NOTE: Be sure to evaluate filters that have been applied to reports within the report editor to ensure they match the intent of the report..

      Step 2: Apply filters to your report

      • Select the "Apply" button to apply any filters to your report.

       

      Learn more:

      Custom Report Sorting

      Custom Report Column Options