Using Post-Filters and Quick Filters

Post-filters and quick filters help refine your report output or create multiple reports from a single report so you can glean the most useful information for your business needs. For example, you can run a master salesperson report, apply filters for each salesperson, then send the report to each salesperson containing just that salesperson's data.

You can add individual filters or group filters together to gain the most useful information for your report. You can also use a quick filter on columns to limit the data that displays. However, quick filters are not saved when you share a report. Only filters created on the Filters tab are saved when you share a report.

Note: If you are creating a report template, you need to add pre-filters and return to post filters after you have run the report and the report displays on your Reports tab.

To create a post filter:

From the Home page and Reports tab, select the report to which you want to apply a filter.
Click the Filters tab to view the current filters.
Click New to display the filter selection boxes and in the New Filter Name field enter a meaningful name for the filter. For example, if you are creating a filter for a person's data, use their name.
In the Select Filter Column field, enter a column name or drag and drop a column from the Available Columns area into the field. If you type a column name in this field, the system displays a list of available columns matching the text you type.

Important: The system provides a way to anticipate the required prompts on a report. If you add a column that has required properties, such as Br/Tr/All fields or As of Date fields, a Properties link displays beneath the list of filters when the column is added to the report. You can change the defaults set to values that best suit the report you are creating. Use this Properties link to change these defaults.

In the next drop-down box, select a qualifier for your filter, such as contains, does not equal, or greater than.
In the remaining text field, enter the text you want the filter to apply to the qualifier.

For example, you need to sort your report by all locations starting with S to include Sacramento, Sarasota, and Spokane. Set the filter as follows:

Repeat steps 3 - 6 to apply additional filters, as needed, using one of the following two options:
Add new AND group - Adds additional line and grouping parentheses. You can filter by groups and then add an additional filter. For example, you may want the report to sort first by Product and Product Location and then by Branch. Your first two filters for Product and Product Location are grouped, then the system sorts by Branch.
Add New - Adds a single filter line either on its own or to a current grouping.

Note: As you add filters you can couple the filters together using an AND or OR selection on a drop-down menu that displays on additional filters.

Use the stop sign icon to delete a single filter you no longer want to use or use the puzzle piece icon to delete an entire grouping.
Click Save to keep your changes.

Note:Saved filters remain available for all reports to which you have access.

Share the filtered results or export to another format, as needed.

To use a quick filter:

From the Home page and Reports tab, select the report to which you want to apply a filter.
Use the filter boxes for each column to add a filter to the report for that column. Use the magnifying glass icon to display the filter options, such as contains or equals, to apply to your entry.

For each filter added, the system applies the filter to the previous filter results. For example, you add a filter to display only Product IDs beginning with an eight (8). You add an additional filter to the Product Description to display only products beginning with Advance. The system applies the second filter "Advance" to the results of the first filter "8" so the final report view displays all line items with both filters met.

Share the filtered results or export to another format, as needed.