On Page Filters - Quick Filters

When a report or dashboard has a filter, you can select to have a maximum of three filters display on the top of the report or dashboard as a quick filter to easily apply/modify or clear the filter value. The quick filter on a dashboard applies to all widgets.

• Create an On Page Filter
• Apply or modify a Quick Filter
• Clear a Quick Filter

Note: The AND logic applies to all filter types, including Report Filters, On Page Filters, Quick Filters, and Subscription Filters. All filter conditions must be met for data to be included in the results.

Create an On Page Filter

To allow Report Viewers to apply their own filters to reports or dashboards, you must select the fields in the Report View Filterswhere you will find a list of Views and Fieldscontained in the Data Source that you selected in the Data Source step.

1. Navigate to Report View Filters.
2. Optionally, you can turn on the Require users to select filters prior to running report toggle. When enabled, users must choose filter values before the report can be run. This helps ensure that reports are viewed with a specific focus and prevents loading large volumes of unfiltered data, which can improve performance and deliver more relevant results.
3. Do one of the following:
   1. Click the dropdown arrow next to the group that contains the field that you want to add.
      OR
   2. In the Search Field by Name box, enter a keyword related to the field you want to add. Groups containing matching fields will appear in the results. Locate the group that includes your desired field, then click the dropdown arrow next to that group to view and select the field.

      

4. Click the checkbox next to the field(s) you want to make available for filtering. The selected field(s) will appear in the Filters Selected list on the right side of the page.
   1. Quick Filters: These filters appear at the top of the report or dashboard, allowing users to easily apply, modify, or clear filter values. You can display up to three quick filters at a time.
   2. All Filters: These filters appear only in the Filter drawer and do not display at the top of the report or dashboard.

      

5. To rearrange filters in the Filters Selected list, use drag-and-drop:

   1. Remove a Quick Filter: Move a filter from the All Filters section to the Quick Filters section to display it at the top of the report or dashboard.
   2. Rearrange Quick Filters: Within the Quick Filters section, drag filters up or down to change their order of appearance.
6. Click Set Permissions & Save.

Apply or Modify a Quick Filter

When you apply or modify a Quick Filter, your changes will not be saved. To save your changes, you must apply/modify the filter in the filter drawer and click All Filters.

Note: To work with a Quick Filter, the filter drawer must be closed.

1. Click the dropdown arrow next to the quick filter you want to modify. The contents of the filter displays.

2. Select one of the following:
   1. Basic (available for Dimension Field Types)
   2. Advanced (available for Dimension, Measure and Date Field Types

Basic

1. Click the field to expand the available options.
2. Select Basic.
3. In the Type your keywords here, field type the required filter value. A dropdown menu displays all data values that match the search.
4. Select one or more values to add to the filter from the list.
5. Click Apply.

Advanced

1. Click the field to expand the available options.
2. Select Advanced to add conditions.
3. Click Add Condition.
4. Click the Condition dropdown and select an operator. The following operators are available depending on the Field Type you select:
   1. Dimensions:

      Operator	Description
      Equals To	Returns records if the field matches the target value.
      Not Equal To	Returns records where the field does not match the target value.
      Contains	Returns records if the field includes the target value.
      Not Contain	Returns records where the field does not contain the target value.
      Starts With	Returns records if the field starts with the target value.
      Not Start With	Returns records where the field does not begin with the target value.
      Ends With	Returns records if the field ends with the target value.
      Not End With	Returns records where the field does not end with the target value.
      Pattern	Returns records that match the specified set of characters in the exact order.
      Not In List	Returns records where the field is not equal to the value(s).
      Is Null	Returns all records where the field is null.
      Is Not Null	Returns all records where the field is not null.
      Equals To	Returns records if the field matches the target value.
      Not Equal To	Returns records where the field does not match the target value.
      Contains	Returns records if the field includes the target value.
      Not Contain	Returns records where the field does not contain the target value.
      Starts With	Returns records if the field starts with the target value.
      Not Start With	Returns records where the field does not begin with the target value.
      Ends With	Returns records if the field ends with the target value.
      Not End With	Returns records where the field does not end with the target value.
      Pattern	Returns records that match the specified set of characters in the exact order.
      Not In List	Returns records where the field is not equal to the value(s).
      Is Null	Returns all records where the field is null.
      Is Not Null	Returns all records where the field is not null.

   2. Measures:

      Operator	Description
      Equals To	Returns records if the field matches the target value.
      Not Equal To	Returns records where the field does not match the target value.
      Greater Than	Returns records where the data in the column is less than the value in the filter.
      Equal or Greater Than	Returns records where the data in the column is less than or the same as the value in the filter.
      Less Than	Returns records where the data in the column is greater than the value in the filter.
      Equal or Less Than	Returns records where the data in the column is greater than or the same as the value in the filter.
      Between	Returns records where the data in the column is between the two values in the filter.
      Not Between	Returns records where the data in the column is not between the two values in the filter.

   3. Dates:

      Operator	Description
      Date	Returns records for the specified date range.
      Current Day	Returns records for the current day.
      Next Day	Returns records for the next day in the specified day, month, or year.
      Previous Day	Returns records for the previous day in the specified day, month, or year.

5. One of the following fields displays depending on the operator you selected in step 4:
   1. Type your keywords here: Type the data value on which you want to filter. A dropdown menu displays all data values for the selected field.
   2. Value: Type the value on which you want to filter.
6. Repeat steps 4 to 5 as necessary.
7. Click Apply.

Clear a Quick Filter

When you clear a quick filter, the values are removed from the filter.

Note: To work with a quick filter, the filter drawer must be closed.

1. Click the dropdown arrow next to the quick filter you want to clear. The contents of the filter displays.
2. Click Clear Filter.

   

3. Click Apply.