To Configure a Filter on a Report Form

When you generate a report, you can configure an ad hoc filter for the report data, as described in this topic. For details on filter clauses, see Managing Advanced Filters.

To Configure an Ad Hoc Filter on a Report Form

1. Open the report form, and then click the Additional Sort and Filter tab.
2. In the Additional Filtering Conditions table, click Add Row to create a filter clause. (An ad hoc filter may consist of one filter clause, represented by one row, or multiple filter clauses, represented by multiple rows.)
3. In the Property column, select the entity type associated with the report from the list.
4. In the Condition column, select the logical operation that will be applied to the value of the selected property.
5. In the Value column, type the value for the logical condition used to filter the data.
6. If the logical operation you selected in the Condition column requires the second value, type it in the Second Value column.
7. Repeat Steps 2-6 for each filter clause in this ad hoc filter.
8. If you want to join any of the filter clauses, do the following:
   • In the leftmost Brackets column of the first clause that should be joined, select the opening bracket or brackets. (The number of opening brackets in the first clause depends on the number of nested clauses.)
   • In the Operator column of the same clause, select the logical operator that will be used to join the clauses.
   • In the rightmost Brackets column of the last clause that should be joint, select the closing bracket or brackets. (The number of closing brackets in the first clause depends on the number of nested clauses and should be equal to the number of opening brackets in the first clause that is joint.)
9. To apply the filter, be sure the other settings on the report form have the values you need, and click Run Report.