This guide explains how to activate and configure advanced filters within the reporting section dedicated to Customers.
Prerequisite: You must have selected the data source "Customers" in the Report Builder and be viewing the Filters section.
Follow these steps to define advanced search conditions:
1. Locate the Filters Section: Scroll through the available filters until you find the label Advanced Conditions.
2. Enable Advanced Conditions: Click the checkbox next to the option Use advanced conditions.
- Note: Enabling this option will immediately display a new section dedicated to defining the query.
3. Define Search Conditions: In the new area that appears, titled Search Conditions, use the text field below to enter your desired filtering criteria.
- Note: This field works as a query builder that allows you to combine multiple logical rules (e.g.,
Status = Active AND City = Rome).
4. Apply the Filter: Once you have defined the conditions, click on the Update button (usually located at the top of the report page) to execute the search and view the filtered results.
