reports:egreports:advanced
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reports:egreports:advanced [2022/05/25 12:31] – [Introduction] smorrison | reports:egreports:advanced [2022/05/25 12:36] – smorrison | ||
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For each filter in your template, repeat these steps. | For each filter in your template, repeat these steps. | ||
- | **1. Select the Filter Field** | + | //**1. Select the Filter Field**// |
Click on the Core Source name next to the arrow to populate the Source fields. If you click on the arrow, more categories will populate underneath the Core Source. | Click on the Core Source name next to the arrow to populate the Source fields. If you click on the arrow, more categories will populate underneath the Core Source. | ||
- | **2. Select the Transform** | + | //**2. Select the Transform**// |
Once you click on a Source field, the Field Transform box will populate with the available options. | Once you click on a Source field, the Field Transform box will populate with the available options. | ||
- | **3. Add the Field to the Filters Tab** | + | //**3. Add the Field to the Filters Tab**// |
Once you have the field and field transform highlighted, | Once you have the field and field transform highlighted, | ||
- | **4. Select Operator/ | + | //**4. Select Operator/ |
//Equals// is the default operator for a filter. If you want to choose a different operator for a filter, right-click the row and click the Change Operator button from the pop-up menu at the bottom of the screen. Choose the correct operator from the list. If you aren't certain which operator to use, refer to the [[reports: | //Equals// is the default operator for a filter. If you want to choose a different operator for a filter, right-click the row and click the Change Operator button from the pop-up menu at the bottom of the screen. Choose the correct operator from the list. If you aren't certain which operator to use, refer to the [[reports: |
reports/egreports/advanced.txt · Last modified: 2024/03/21 15:43 by smorrison