Set filters

Set filter in a spreadsheet report

Filters in a report enable you to separate and view only records that you require. Applying filters ensures that only the filtered records are displayed when accessing the report.

To add filter criteria:

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

  4. Select the Filter section.

  5. Click Add 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 the report builder.

You can create a combination of criteria with an AND or OR condition. Click the (+) icon to add more than one condition to the criteria.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: