Adding Search Filters to Reports User Guide
Introduction
In your reports in FibreCRM, you can add a Search/Filter Criteria section to the report, this section lets you or other users narrow down or find specific results of the report such as; specific user information or changing between different client types.
Having the Search/Filter Criteria on a report means you don’t have to go into the report and edit it every time you want to see narrowed down specific results. You can save your search/filter so it is available to reapply/used by other users when needed.
Adding Search Filters to Reports
To add a Search/Filter Criteria first navigate to the KReports module and select the report you’d like to add the section to.
Next select Edit on the report.
In edit mode of the report select the Integrate tab. In the list scroll down to the Saved Filters section and click the lightbulb to turn on the Saved Filters section (the lightbulb will be lit up red if switched on) and then click Save.
Next go the Select tab in the report this is where you can apply filters. Drag and Drop fields you’d like to filter by from the field to the path section. To be able to edit a filter without editing the report you’ll need to scroll down to the Allow Edit column in the path section and select Yes from the drop down menu. Once done click Save, users will now be able to filter the report when viewing.
To save a filter so it can be picked from the filters drop down menu on the report. Fill in the criteria you’d like to filter by and then click the Save Filters icon.
A pop up box will then appear, give the filter a name and the select the tick box if you’d like to make this filter available for all users. Once done click Save. Your new filter will now be available to apply from the drop down menu. To apply the filter select it from the drop down menu and it will automatically load up the filter.
Cheat Sheet
To download the Adding Search Filters to Report cheat sheet click here
