Editing and Removing Filters

Introduction

You can edit or remove report filters in order change the focus of your analysis and view other values in the report. For example, you can change the definition of a report filter on [Quarter] on a “Profit versus Loss” report that displays values for Q1, to view profit and loss values for a different quarter.

Editing a report filter

To edit a report filter:

1. Make sure you are in Edit mode with the HTML Report Panel open and verify you are on the Report Filters tab.
   If the Report Filters tab is not visible, check the More report options checkbox.
   A document can contain multiple reports. The name of the selected report appears in the Current report dropdown list box.

2. Leave the displayed report selected.
   Or
   Select a different report by clicking the arrow next to the Current report dropdown list box, and then select a different report from the list.
   The Report Filters pane lists the filters applied to the report.

3. Click the filter you want to edit.
   
   
   The top section of the Report Filters pane displays the properties of the selected filter.
   

4. Change the selected operator and/or redefine the value of the constant here.
   

5. Click OK.
   The new filter definition appears in the list of filters.

6. Click Run, if you are generating the results for the first time.
   Or
   Click Apply, if you have already generated the results once.

Removing a report filter

To remove a report filter:

1. Make sure you are in Edit mode and verify you are on the Report Filters tab.
   If the Report Filters tab is not visible, check the More report options checkbox.
   A document can contain multiple reports. The name of the selected report appears in the Current report dropdown list box.

2. Leave the displayed report selected.
   Or
   Select a different report by clicking the arrow next to the Current report dropdown list box, and then select a different report from the list.
   The list of report filters is displayed in the Report Filters pane.

3. Select the filter you want to remove from the Report Filters pane and drag the filter onto the Result Objects pane.
   
   Or
   Select the filter you want to remove and then either click the << button or press Delete.
   The filter no longer appears in the list of filters.

4. Click Run, if you are generating the results for the first time.
   Or
   Click Apply, if you have already generated the results once.