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Editing filter conditions

Updated on August 31, 2020

Customize the filter conditions to display specific information in the report. For example, you can filter the report to display a list of user IDs that contains the division ID.

Filter conditions compare the values of properties based on relational operators that indicate the relation between the properties. For example, if the filter condition contains the is equal relational operator, the report displays properties whose values are equal.
Before you begin: Ensure that the report contains at least one filter condition. For more information, see Adding filter conditions.
  1. Run the report that you want to update.
    For more information, see Running a report.
  2. In the upper-right corner of the screen, click Edit report.
  3. In the Filtered by section, click the filter condition that you want to edit.
  4. In the Edit filter dialog box, edit the filter condition:
    ChoicesActions
    Select a property for the filter condition
    1. In the Filter condition name list of operators, select a relational operator for the filter condition.
    2. In the Filter condition name box, press the Down arrow key, and then select a property to compare with your property.
    Select a function for the filter condition
    1. In the Filter condition name list, select a relational operator for the filter condition.
    2. Click Calculation Builder.
    3. In the Calculation builder dialog box, in the Select a function field, press the Down arrow key, and then click a function.
    4. In the Function input field, press the Down arrow key, and then select a property to calculate.
      Some functions require more than one input property, so more Function input fields are available.
    5. Click Submit.
    Manually select values for the filter condition
    1. In the Filter condition name list, select a relational operator for the filter condition.
    2. Click Select values.
    3. If you want to display all available values, click the Available values tab.
    4. If you want to display valid values only, click the Valid values tab.
    5. Select one or more values, and then click Submit.
  5. Optional: To change the name of the filter condition that is visible in the Report Viewer and the Report Editor, in the Filter Caption field, enter a new name.
  6. Optional: To use a null comparison value if a comparison value is not specified, select the Use null if empty check box.
  7. Optional: To apply a case insensitive comparison, select the Ignore case check box.
  8. Click Apply changes.

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