This guide describes the procedure to apply a filter to a report or a widget, using the side configuration interface.
How to Apply a Filter
To apply a filter, you need to be in the configuration mode of the Report or Widget.
1. Access the Filters Section
In the side configuration panel, scroll down to the section titled Filters.
2. Add a New Filter
Click on the + (Plus) icon located in the header of the Filters section.
3. Select the Field to Filter
The Select fields panel will open.
- Search for or locate the field related to the form you want to use as a filter (for example, "Form" or "Submission Date").
- Check the box next to the field name.
4. Confirm Selection
Click on the Confirm button at the bottom of the panel to proceed.
5. Configure the Filter
After selecting the field, a dialog window will appear to define the filter logic:
- Select the Operator (for example:
=,!=,LIKE, or date-specific options likeBETWEEN). - Enter the Value to be compared.
6. Save the Filter
Click on the Save button in the dialog window.
The filter will be added to the list under the Filters section and the report will automatically update to reflect filtered data.
7. Complete Editing (Only if Editing a Widget)
If you were editing a Widget within a Dashboard, click on the Done button to save the Widget configuration.
