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Use Page Filter(s)

The Page Filters allow users with access to the report to be able to screen data in the data source to determine whether the data should be included in or excluded from the calculations of the report results, without the need to edit the report.

Note: A report owner sets up the Page Filter from the Report Settings dialog-box when editing a report, thus giving access to report users to use these Filters. For more information on how to create On Page Filters refer to: Create a Page Filter

1. Access the Report

  1. Click the Analytics button.
  2. Navigate to the report you wish to run. Click the report name to run it.

2. Click Filters

View the available Page Filters.

  1. Click the Filters button to open the Filter Drawer.
  2. Click the Settings button. The Page Filter tab displays.

3. Apply Page Filter

  • Click the field you wish to apply the filter on.
Note: The steps to add a Filter as well as the available options to will vary depending on the Field type selected.

  1. Select Exclude/Include empty or NULL values. Include All is selected by default.
  2. Start typing to begin your search.
  3. Select the desired options.
  4. Select one of the following option for your filter: Contains, Starts With, Equals, Ends With, Not Contain, Not Starts With, Not Equal, Not End With, Pattern Search. Then enter the term. Click the Plus button to add more line options and repeat this step as necessary.
  5. Click Apply Filterto save and apply your changed.
  6. View your changes by clicking the Preview button.

  1. Click the Filters box.
  2. Select one of the following options: Clear Filters, Equals, Not Equal, >, >=, <, <=, Between or Not Between.
  3. Type the necessary values.
  4. Click Apply Filterto save and apply your changed.

  1. Click on the Start Date Box and choose the start date from the date picker, or select Yesterday, Today or Tomorrow to create an open ended date. Repeat for End Date box.
  2. Select the options as necessary. Options display based on the type of date filter being applied.
  3. Click Apply Filter to save and apply your changed.

4. View Report

  • View your changes.

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