Add a new filter

This guide explains how to add a new filter to your Report or the Widget you are editing, to narrow down the displayed data.

Make sure you are in the configuration mode of the Report or editing mode of the Widget.

1. In the configuration sidebar (right panel), scroll down to the section titled Filters.

2. Click on the + (Add) icon located at the top right corner of the Filters section.

3. The sidebar will change displaying the Select Fields panel.

4. Select one or more fields you want to use as filters by checking the box next to the field name.

• Tip: You can use the Search field... box to quickly find the desired field.

5. Once you have selected the fields, click the Confirm button at the bottom of the sidebar.

6. For each selected field, a pop-up window titled "Filter: [Field Name]" will open.

7. In the pop-up window, configure the filter:

• Operator: Choose the logical operator (e.g., =, !=, LIKE, or date ranges like BETWEEN).
• Value: Enter the specific value based on which you want to filter data.

8. Click the Save button in the pop-up window to apply the filter.

9. Repeat steps 7 and 8 if you selected multiple fields to filter.

The new filter will now appear under the Filters section in the sidebar. The Report will automatically update to reflect the filtered data.

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If You Are Editing a Widget in a Dashboard

If you were editing a Widget in a Dashboard, after adding all filters and completing your changes:

1. Click on the Done button at the bottom of the sidebar to exit Widget edit mode.

2. Remember to click Save on the main Dashboard to permanently save changes made to the Widget.