Contents
Filters narrow report output by limiting rows to those matching your criteria. The filter configuration page is accessible from any report output page or print view.
| Action | Path |
|---|---|
| Open filters (popup) | Report output page → Filters link |
| Open full setup page | Report output page → Settings button |
| Save filter changes | Filter page → Save |
| Add a filter row | Filter page → Add |
| Remove a filter row | Filter page → delete icon on the row |
Filters on the report output toolbar opens a popup (title: “Report Filters”, 850 px wide). The popup refreshes the parent report when you close it after saving.
Settings opens the same page full-screen at Framework/ReportsSetup.asp?RT={id}.
| Control | Description |
|---|---|
| Title | Editable display name for the report |
| Max | Maximum rows returned (default: 40) |
| Save | Persists all filter changes |
| Add | Appends a new blank filter row |
Each filter row has these columns:
| Column | Control | Description |
|---|---|---|
| (delete icon) | Icon link | Removes the row immediately |
| Use | Checkbox toggle | Enables or disables this filter row without deleting it |
| Field | Dropdown | Report column to filter on (options vary by report) |
| Operation | Dropdown | Comparison operator - see list below |
| Value A | Text input | Primary filter value; date fields show a date picker automatically |
| Value B | Text input | Second value - used only for “is between” and “or is between” operations |
| Global | Checkbox toggle | Marks this filter row as global (see below) |
Value B is used for Between Operations (note shown on the filter page).
| Operation | Logic |
|---|---|
| - None - | No filter (row ignored) |
| is between | Value A ≤ field ≤ Value B |
| is greater than | field > Value A |
| is greater than Or equal to | field ≥ Value A |
| is less than | field < Value A |
| is less than Or equal to | field ≤ Value A |
| is equal to | field = Value A |
| is not equal to | field ≠ Value A |
| contains | field contains Value A |
| does not contain | field does not contain Value A |
| is empty | field is null or blank |
| or is between | OR condition with preceding row |
| or [any operator] | OR variants for all the above operators |
“or” variants add OR logic to the preceding filter row. All other rows use AND logic.
The Global checkbox is a per-row toggle. When checked, that filter row is marked as global - shared or persistent across sessions. When unchecked, the filter applies to your current session only. Administrators can use Global to set organizational defaults that apply broadly.
Click Sort By (1) to expand the sort controls. Select a field and choose Ascending or Descending. Additional sort tiers may be available.
Click More Options to expand additional output and format settings. This section is collapsed by default.
| Button | Action |
|---|---|
| Report | Run report with current filter settings |
| Open print view with filters applied | |
| CSV | Export filtered results to CSV |
| XLSX | Export filtered results to XLSX |
On this page