The Filter tab on the Ad-Hoc Report Definition form is used to assign filters to an Ad Hoc Report. The user who runs the report can use the Filter to limit the report data.
Filters will not display when you preview the report using the REST Preview button. If you are using the REST API to access your report, you will need to include the filter values in the URL.
See Also:
Filter Tab – Field Descriptions
Add a Filter to an Ad Hoc Report
Modify or Delete an Ad Hoc Report Filter
Reorder an Ad Hoc Report’s Filters
Report Name
Name of the Ad Hoc Report selected on the Ad-Hoc Report Definition form.
Filter Column
Column which you will use to filter the report data. If you want a column to be used as a filter, move it from the Available box to the Selected box. The columns in the Selected box will be used as filter in the report.
Auto Add To Criteria
Check this box if you want the filter automatically applied to the report. If you do not check this box, the filter will not be used to obtain the report data unless the report includes an Advanced Criteria that uses the filter.
Value Required
When this box is checked, a user must enter a value in this Filter field in order to run the report.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Form Configuration > Ad-Hoc Report Def.
Select the Ad Hoc Report and click Add on the Filter tab at the bottom of the form.
In the Filter Columns section, select the columns you want to use as filter and move them from the Available box to the Selected box.
Check Auto Add To Criteria and Value Required as necessary.
If you want to add more than one filter, click Save and Add to save your settings and keep the Add window open. Or click Save to save your filter and return to the main form.
You can change a filter’s Auto Add To Criteria and Value Required settings. To do so, select the filter on the Filter tab of the Ad-Hoc Report Definition form and click Modify. Change the settings and click Save.
To delete a filter from the report, select the filter on the Filter tab of the Ad-Hoc Report Definition form and click Delete.
To change the order of the filters in the Ad Hoc Report, use the Move Up and Move Down buttons in the Filter tab of the Ad-Hoc Report Definition form. Select a filter and click Move Up or Move Down to reposition the filter.