This guide explains how to apply a specific filter (by Project or Tracking Event Type) within the Report Builder configuration interface.
Prerequisite: You must have selected or created a New Report based on a data source that includes Tracking fields (e.g., Webtracking).
Step-by-Step Guide: Apply a Filter by Project or Event Type
1. Access the Filters section:
In the left sidebar, make sure you are in the Configure Report view. Scroll down to the section labeled Filters.
2. Add a new Filter field:
Click on the + (Add) icon located next to the Filters label.
3. Select the Tracking field:
The Select fields screen will open.
- Search for the desired field (for example, Project or Event Type).
- Check the box next to the field name.
4. Confirm your selection:
Click the Confirm button at the bottom of the screen.
5. Configure the Filter (Popup):
After confirmation, a dialog window titled "Filter: [Field Name]" will open. Here you need to define the filtering rule.
- Operator: Select the desired logical operator (for example,
=for exact equality, or!=to exclude). - Value: Enter the exact name of the project or event type you want to filter by.
6. Save the Filter configuration:
Click the Save button inside the dialog window.
7. View the result:
The newly configured filter will now appear under the Filters section in the sidebar. The main report will automatically update to show only data matching the specified Project or Event Type.
8. Save the Report (Optional):
If you want to save the report with applied filters, click on the Save button in the main header.
