Report Filtering Options During Runtime

Overview

Reports provide a number of capabilities for filtering out data via configurations in the Report Designer as well as additional methods at runtime. 

Providing configuration at runtime allows data filtration without having to access the Report via the Report Designer. The following document discusses some of the methods that may be utilized at Report runtime.

Accessing and Applying Runtime Filters

Runtime filtration options are provided to users via the Filter icon in the top right corner of the Report. This icon is represented as a gray slider and can be found beside the Report Refresh button.

Selecting the icon presents the user with several filtration and sorting options; the Search box, Sort By, Group By, Multi-Select, and COLUMNS. 

Clicking APPLY after setting configuration will adjust the Report with the new selected parameters. To display the Report with its default configurations, select RESET SETTINGS.

Runtime Filter Configuration 

The following section details the functionality of each Runtime Filter.

Search 

Providing input in the Search box filters out data containing the input text.

Regardless of Column location, more than one result for a searched line of text is found, the entire Row for each filtered result will display. 

Sort By

The Sort By function orders the Report results via user selected Column, in either Ascending or Descending alphanumeric order, as determined by a separate dropdown selection.

If desired, additional sorting criteria can be added and applied by configuring another dropdown selection subsequent to the first set of selections.

Group By

The Group By setting groups together Rows based upon the user-selected Column in the order that they appear in the Report's default configuration.

The example screenshot below displays a Report that is filtered by the Created On Date. This divides the results up by the two dates that the Accounts were created on.

Columns

The COLUMNS settings provide adjustments pertaining to the Columns within the Report.

The Arrows beside each Column adjust the order in which the Columns are ordered horizontally across the Report, listing the Column at the top of the scroll box first in the order.

Adjusting the numerical value to the left of each Column in the list alters the size of the Column Width on the Report; this value can be adjusted either as Pixel width (PX) or by Percentage (%) by selecting the desired Width Unit. 

Multi-Select

The Multi-Select ability selects and applies Group Actions to multiple Rows within the Report.

This setting is enabled on the Report by either toggling the Multi-Select setting to the ON position, or by holding the Ctrl key and clicking on one of the Rows within the Report. To disable Multi-Select, set it to OFF or hold Esc and click one of the Rows at runtime.

After turning on Multi-Select, Rows can be selected clicking their respective checkbox.

From the Group Actions menu, choose the desired Action to apply it to the selected Rows. 

Runtime Behavior

Via a Filter's Runtime Behavior Settings in the Properties tab, Reports can be configured with additional Runtime Editable Filters.