You can change the Filters in a Report that you have either copied or created yourself to make it work for your organisation and the data you need to report on.
If you are creating a new Report, you can add Filters on Step 4 of the New Report wizard.
If you are editing a Report you have already created, navigate to the Filter and Sorting tab. If you are editing a Report which you copied from a pre-defined Report, the Filters from the original Report will be copied across.
Click Add Filter to add an additional Filter.
Select the Filter Field from the dropdown menu.
If you wish, you can change the Label of the Filter. The Label is how the Filter will appear at the top of the page when the Report is run.
Set the Filter criteria to pre-filter the Report. In the below example, only results where the Organisation Unit Name is equal to 'HR' will be returned when the Report is run. The Filter Value may be a free text field or a multi-selection list, depending on the type of Field you are filtering on.
To enable the person viewing the Report to search for more than one filter value, you can include the same filter multiple times. If you change the Where field to Equal To for any filters of the same type, the report will return results for either value entered.
For example, if you include two filters for Organisation Unit Name and Human Resources is entered for one filter and Finance is entered for the other, the report will return results matching either Organisation Unit Name.
If Equal To is not selected then the record will have to match both values entered. For example, in the above scenario, if the Where field is set to Contains, both Human Resources and Finance must be true. As Users can only be in one Organisation Unit, this will not return any results.
To re-order the Filters, use the arrows.
Next to each Filter is a tick box ticked by default. This means that the Filter will appear in the Report. You can create a fixed Filter by removing the tick - the Filter will continue to be applied to the Report results, but the person running the Report will not be able to change the filter and it will be hidden from view.
To remove a Filter, click the .
Click Save to apply any changes you have made. Run the Report again to see the new Filters applied.