Custom

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