How Do I Add Report Filters

Report Filters allow you to set which data you would like to see in a report, for example, you may have 40 clients all of which you have the activity meetings. You can set a filter across all of these activities to see how much time is spent in meetings across all clients.

If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

1. Click on the Admin button:
   
   
   
   
   
2. Click Reporting > Report Filters > Add New
   
   
   
   
   
3. Enter a Description for your report filter and then click Save:
   
   
   
   
   
4. Click on the Admin button:
   
   
   
   
   
5. Navigate to the Client(s)/Project(s) that you want to include in your reports, and then click Edit:
   
   
   
   
   
6. Tick the Report Filter that you have created and then click Save : (Multiple filters can be associated with the same client/project)
   
   
   
   
   
   
7. Click Reports:
   
   
   
   
   
8. Select the report that you would like to run:
   
   
   
   
   
9. Select the Filter you created, and then click Run:
   
   
   
   
   
10. Only those clients/projects that are associated with the filter will be included in the report:
    
    
    
    

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