Add Your First User Filter to a Report

Click into the User Filters tab in the chart/table builder to get started.

Then, any field available in the underlying data you work with (or in a table associated to your data through a lookup relationship) can be a user filter.

Once added, and when you return to “View Mode”, you can dynamically use that filter to change the view of the chart or table.

With user filters, you no longer have to go back into the editor to change a filter—just do it on the front end! And, you can still view and export underlying data.

Help with User Filters