Customizing the Filtering on a duplicated report

Updated by Cheryl Wallace

The default Filter options will be copied to the report based on the type. Modifying the configuration of the Filtering tab determines what will be available to users on the quick Filter tab or hardcoded in the background of a duplicated report. The Advanced Filters tab is not affected. Use this tab to remove or add filter fields, make a filter field required, or prepopulate a stored filter.

Runtime versus Required. Runtime indicates the user can specify a comparison value when generating the report. Required indicates the user must specify a comparison value when generating the report. When Required is selected, Runtime must also be selected.
  1. Edit the report if it is not already in Report Edit mode by highlighting the report name and clicking .
  2. Click the Filtering tab.
  3. Make the desired changes to the filter columns and options:
    1. To set a filter column as required, check Required at the right of the row.
    2. To remove a filter order, click ​​ to the right of the row.
    3. To set a fixed value to an existing filter,
      1. Enter the value in the text box after the operator for the row.
      2. Check Runtime at the right of the row.
    4. To add an additional filter option,
      1. Click to the right of Add Filter Row.
      2. Click the down arrow for the first list box to scroll or type the first few letters and select the column name.
      3. Select the operator determining how the column will be compared in the second list box.
      4. To force a specific value for the report and hide it from the user, enter the value in the text box.
      5. To indicate a user can select the comparison value when running the report, check Runtime.
      6. To indicate the comparison value must be entered when running the report, check Required.
    5. To change an existing filtering column to a different column,
      1. Click the arrow in the list box for the column and select the replacement column.
      2. Modify the comparison operator, comparison field, Runtime, and Required options as needed.
  4. Click to save the changes to the report.
After saving the modifications, preview the report to see the result of the changes.

Proceed to make any desired changes on the Layout tab.

See this video discussing duplicating reports and walkthroughs of simple and complex examples.

See also:

​Copyright © 2020-2022 ToolHound Inc. All Rights Reserved.

How did we do?