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.

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Index
How Do I Add Report Filters
Page Glossary (A list of all fields with descriptions)

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:
    
    
    
    

Page Glossary

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