Adding a Stand-Alone Filter to a Report

A stand-alone filter is a filter created as an independent object. Once a stand-alone filter has been created, you can add it to a report. To compare stand-alone and embedded filters for reports, see About filters.

 

To add a stand-alone filter to a report:

  1. Open the report for which you are creating a filter. From the Home menu, select Design.

  2. If the Report Filter panel is not displayed above the report, display it by clicking the Filter icon on the toolbar.

  3. From the left, select All Objects and navigate to the filter you want to add to the report.

  4. Right-click the filter and select Add to Report.
    Note
    : If you added a prompted filter, the filter name is displayed when you first add the filter to the report. Once the report has been executed, and you return to edit the report, the filter's definition is displayed rather than the filter name.

  5. If other filter qualifications have been added to the report, determine the order that the qualifications are evaluated by clicking the Shift up icon next to a filter qualification.

  6. To run the report, click the Run Report icon .

  7. Save the report.

Related topics

About filters

Asking for user input into a filter's definition

Filtering data based on attribute forms: Attribute form qualification

Filtering data based on attribute elements: Attribute element list qualification

Filtering data based on metric values or rank: Set qualification

Filtering data based on report results: Shortcut-to-a-report qualification

Filtering data based on an existing filter: Shortcut-to-a-filter qualification

Creating a filter within a report: Embedded filters

 

 

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