In addition to the Basic Report Filters discussed in this article, advanced filtering options are available within the Advanced Report Builder:

• Edit Filters
• Custom Filter
• Filter By Cell Value
• Corresponding Links

Edit Filters

Access a User Created Report and click Edit.  Ensure you are in the Advanced Report Builder. 

Predefined filters can only be removed within the Advanced Report Builder. 

Expand the Filters icon.

Use the Gear icon to the left of a Filter Name to either Add or Remove it from the results table.

Remove filters using the X sign. 

Add additional filter conditions using the + sign. 

Custom Filter

Custom filters allow for maximum control over the fields, functions and operators used to filter data. Use the Custom Field option to select from any Object in Ordway to use in filtering your data. Read more about Filter Expressions. 

Click the Custom Filter checkbox in the top right of the current filters. 

The Custom Filter displays at the bottom of the predefined Filters.

Start populating the Custom Filter. As you type, relevant content displays.

Run the report when finished adding the Custom Filter to review the results. 

Be sure to Save the report before navigating away from the Advanced Report Builder.

Filter By Cell Value

Interact with cells to discover additional data. Click the Filter on option to filter the report results based on the selected cell. In this example, click Filter on ‘ABC Corp’ and click Run.

The results now isolate only ABC Corp. Click the Filters arrow above the results table to remove the filter and click Run again to refresh the report.

Corresponding Links

Click the provided Customer link within the individual cell to open the object in a new tab.

When the link is clicked, the Customer details screen opens in a new tab.