Add a Prompted Filter as a Report Creator

Report Creators add Prompted filters that prompt the report viewer for input when the report runs, allowing the viewer to customize output to meet their needs.

These steps begin on the Report Working Area when a Report Creator is creating or editing a report.

To add a Prompted filter as a Report Creator:

  1. On the Report Working Area, click Tools >> Filters .
    TIP: For a quicker way to filter on a column already added to your report, right-click on that column and select Add filter on this column. Skip to step 4.
  2. Click Add Filter.
  3. Click Choose a column or field and select the field or object you want to filter on.
  4. Specify filter options, as needed. See The Filters Widget topic for details.