Adding Custom Filters to a Report

To add custom filters to your report :

1. Click Customize in the footer of the report.

2. On the Report Builder (or Financial Report Builder) page, click Filters.

3. In the Add Fields pane, select the field you want to filter the report by.

   You can locate the field by browsing the list in the Add Fields pane or type the name of the field in the Search Fields name and click Search.

   When the field is selected, a line for that field is automatically added to the list of filters displayed in the Choose Filters panel.

4. In the Values column, select the filter conditions you want to apply to the field. Filter options are dependent on the type of field selected.

5. If you want the filter in the Values column to be included in the report footer, mark the box in the Show in Filter Region column. 

6. Click Done.

7. Repeat steps 3-6 to add more filters to your report, if needed, then click Save.