How to create prompt and filters in reporter tool

How to create prompt and filters in reporter tool

Steps to create prompt and filters in reporter tool

Example

1.Creating a simple report with Account Universe.

jyadav_5-1582887895015.png

 


 

If the requirement is that when a user runs the report, he should be prompted to enter a specific account ID.

2.Add Account ID to filter section and select prompt as shown below

jyadav_1-1582887782657.png

 

 

3.Select the specific Account ID you would like to run the report for

jyadav_2-1582887782668.png

 

 

To Filter the data after running the report follow below steps

1.Run the report.

2.Right click on the column where the filter needs to be created.

jyadav_3-1582887782673.png

 

3.Add the data that you want to filter

jyadav_4-1582887782677.png

 

Filters can be created before running the report as well.

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Last update:
‎Feb 28, 2020 05:07 AM
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