<aside> 💡 To reduce the results a Parameter and Filter can be added. This guide will cover creating a Filter and is a continuation of Adding Parameters

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Adding Filters 📖

1. Click the Gear button in the top, righthand corner

2. Ensure the Properties you are viewing are for the ReportTemplate (Report)

3. Click the three dots to begin to create the Filter

   

4. Click the Green Plus button next to the And operator

   

5. Click Add Condition

   

6. Set the Field to Customer Name

7. Click the Carrot to drop down options and select Parameter

   

8. Select the desired Parameter

   • Click into the Parameter (not the carrot) to choose between the different parameters
   • Customer, Warehouse, End Date and Start Date are always available for use but are turned off by default
   • Click the Okay button to confirm the Filter