Report Filters

Owned by Amber Jones (Unlicensed)
Last updated: Jul 07, 2020
1 min read

Overview

The “Filters” tab is where running a report begins. On this tab, the report is selected and appropriate filters are modified to then display the report on the “Preview” tab.

Detail

Steps:

  1. Click the Report button

    1. All reports that the user has access to will display here. If there is a report that is in the database that doesn’t display for the user, the user may not have permission to that report.

  2. Select the Report from the list

  3. Based on the report selected, the appropriate filters will then be activated to modify

  4. Modify filters

  5. Click on the Preview Tab to view Report

Each report having its own logic. Available filters for reports vary from report to report and will automatically become available for the selected report