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Filtering Reports
Filtering Reports

How to filter and customize reports.

Ashley Harris avatar
Written by Ashley Harris
Updated over a week ago

In each reports section, there are multiple filters that you can apply to see the data that is most relevant to your program.

Date

Each report can be filtered by date and turf.

You can select a specific date range, or choose from a quick select list of date ranges.

Under the report description, you can also further filter your selected report.

For each report, you will be provided with some default filters in the Saved Filters dropdown.

However, you can also create your own filters and save them for future use.

You can hide or show any columns in reports that may be more relevant to your workflow.

You can also add filter rules on any columns in the report by clicking the purple 'Add Rule' button.

Select the column and you will be able to choose from options to limit your results based on the column type.

Once you enter your parameters, click 'Done' to set your rule. You can also add multiple rules.

Once you add rules, or adjust any of the column displays, you can then save your filter by clicking 'Save.' Or you can clear all of your filters to display everything in the report by clicking "Clear All."

If you save your filter, you will see a pop-up asking you to name it.

You can then access your saved filter every time you visit this report in your saved filters drop-down.

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