Adding Quick Filters to a Published Report Module

To add a Date Range filter (or “Quick Filter”), first add to your report the column that you want to filter by. When adding this column, you must choose an identifier that will act as the connection between the column and the filter.
Once you have chosen an identifier, “Save & Close”, then proceed to Site Planner. In Site Planner and in the Dashboards - Modules folder, you will add a “Report Date Range Filter”. When setting up this Report Date Range Filter, use the same identifier that you set your column up with. “Save & Close” and publish the module on the page containing your report. Note that it is most user-friendly to publish this filter above the report on the page.

Modified on Mon, 18 Sep, 2023 at 11:18 AM