Define custom filters

Define custom filters for kanban report

Custom filters enable users to narrow down to records based on criteria. One or more criteria formulate these custom filters.

To define custom filters:

  1. Navigate to the Design page.
  2. Hover on the preview of the report.
  3. Click the Open Report Properties button.

  4. Select the Custom Filter section.

  5. Click Add Custom Filter.

  6. Select the field that the criteria is based on.
  7. Select the operator that determines the criteria.
  8. Enter the value for the criteria.
  9. Click Save. The created criteria will be added.

  10. Click Done to exit report builder.

You can create a combination of criteria with an AND or OR condition. Click Add New to add more than one condition to the criteria.

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