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Apply Data Set Table Filters
Apply Data Set Table Filters

Refine data outputs

Mike Maat avatar
Written by Mike Maat
Updated over 3 months ago
  • Feature: Enable one or more data set table filters.

  • Use: Generate the data you require and reduce report loads.

Adding a filter

The first step is to open a data set table. Go to the side menu and click Reports > Data Set Manager. In the right-hand column, select a data set. Then, click the Load button at the top of the page. In one of the data set tables, click the three dot button, then select Filter.

Click the left field and select an element on the drop-down. Go to the next field and set an operand (e.g. equals, contains, does not equal, etc.). Enter a value in the third field. Click Done and then the Save icon.

Creating complex filters

Optionally, you can add AND / OR logic to a single filter. Click the Add Group button and complete the fields.


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