Difference between revisions of "Quick Filters"
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''Quick Filters'' make it easier for a user to select the records the report runs on. | ''Quick Filters'' make it easier for a user to select the records the report runs on. When defining the report, you specify which fields to display at the top, for use as quick filters. Then, when user runs the report, they can specify values for those fields. | ||
For example, a report that runs across all divisions of the corporation could be easily modified to show results solely for the Eastern division. The user can then make a different a choice and click '''[Run Again]''' to see the new results. | |||
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'''To enable Quick Filters:''' | '''To enable Quick Filters:''' | ||
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# In the '''Filters''' tab, check the box labeled '''Show Quick Filter Layout Configuration'''.<br>A Quick Filter tab appears to the right of the Filter tab. | # In the '''Filters''' tab, check the box labeled '''Show Quick Filter Layout Configuration'''.<br>A Quick Filter tab appears to the right of the Filter tab. | ||
# In the '''Quick Filter''' tab: | # In the '''Quick Filter''' tab: | ||
#* Select the number of columns | #* Select the desired number of columns to display quick filter fields. | ||
#* Specify whether the '''Quick Filter''' label appears at the top or bottom of the report settings. | #* Specify whether the '''Quick Filter''' label appears at the top or bottom of the report settings. | ||
#* Select which fields appear on the report | #* Select which fields should appear on the report and in which columns.<br> Filtering is possible for picklist, date, and checkbox fields. | ||
#* Specify whether the Quick Filter section is shown initially collapsed or expanded. | #* Specify whether the Quick Filter section is shown initially collapsed or expanded. | ||
{{Note| Quick Filters are not available in the new user interface. }} | {{Note| Quick Filters are not available in the new user interface. }} | ||
Revision as of 10:37, 12 July 2023
Quick Filters make it easier for a user to select the records the report runs on. When defining the report, you specify which fields to display at the top, for use as quick filters. Then, when user runs the report, they can specify values for those fields.
For example, a report that runs across all divisions of the corporation could be easily modified to show results solely for the Eastern division. The user can then make a different a choice and click [Run Again] to see the new results.
To enable Quick Filters:
- Edit (customize) the report.
- In the Filters tab, check the box labeled Show Quick Filter Layout Configuration.
A Quick Filter tab appears to the right of the Filter tab. - In the Quick Filter tab:
- Select the desired number of columns to display quick filter fields.
- Specify whether the Quick Filter label appears at the top or bottom of the report settings.
- Select which fields should appear on the report and in which columns.
Filtering is possible for picklist, date, and checkbox fields. - Specify whether the Quick Filter section is shown initially collapsed or expanded.
Note: Quick Filters are not available in the new user interface.
