Create an On Page Filter (Report Editor)

To allow Report Viewers to apply their own filters to reports or dashboards, you must select the fields in the On Page Filters step. The list displays the groups and fields contained in the data source that you selected in the Data Source step.

To select the fields to allow filters:

1. Optionally: Turn on the Require users to select filters prior to running report toggle.

2. Do one of the following:

• Click the dropdown arrow next to the group that contains the field that you want to add.

• In the Search Field by Name field, type a keyword for the field that you want to add. All groups that have fields containing the search name displays. Click the dropdown arrow next to the group that contains the field that you want to add.

3. Click the check box next to the field(s) that you want to allow filtering on. The selected field(s) display in the Filters Selected list on the right.
• Quick Filters: The filter displays on the top of the report or dashboard as a quick filter to allow users to easily apply/modify or clear the filter value. A maximum of three filters.
• All Filters: The filter displays in the Filter drawer.

To rearrange the filters in the Filters Selected list, drag and drop the desired filters from the All Filters section to the Quick Filters section or drag and drop the filters in the Quick Filters section to reorder them.

4. Click Set Permissions & Save.