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How to Filter Reports?

Ray avatar
Written by Ray
Updated over a week ago

Filter your Reports

Filters play a crucial role in refining and analyzing data in reports, helping businesses gain deeper insights.

Here's a step-by-step guide to creating and applying filters within the Report module:

Step 1: Access the Report

  • Navigate to the Report module from your dashboard.

  • Open the specific report you wish to filter.

Step 2: Open the Filter Options

  • Click on the "Filter Option" button within the report interface.

  • A dropdown menu will appear; select "Create New Filter" from this menu.

Step 3: Name Your Filter

  • In the "Filter Name" field, enter a descriptive name that reflects the purpose of the filter.

Step 4: Define Filter Criteria

  • Choose the column you want to filter by selecting it from the dropdown menu.

  • Select the appropriate attribute and specify the value that the data must meet to be included in the report.

Step 5: Apply the Filter

  • Click on "Save and Apply" to implement the filter on your report.

  • If you wish to add more conditions, click "Add More" to include additional filters.

By following these steps, you can customize your reports to display only the most relevant data, enhancing your analysis and decision-making process.

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