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You will need to decide if you want to have filters hidden in the background, for example always excluding a particular Site Group, or always running on a specific date range or commodity.  Then you need to decide if you want the User to be able to filter when they run the report.

Table of Contents


Filter Display & Actions

Allows you to change the Filter Display & Actions for all the Filters in the Report 

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The popup defaults to the Filter Display & Action options


Changing the position of the Filter

The Filter can be positioned top or left of the screen or you can also choose Left Side Nav, which ‘hides’ the filter.

  • Click on Format to open the section
  • Click on the Filter Display dropdown
    • Choose from Default, Top, Top Left or Left Side Nav

                    


Changing the position of the Go button 

The default is for    to be at the bottom of the Filter.  However, if you are choosing from a few Filters, it may be beneficial to show the button at the top, or both.

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When you run the Report, the  button will be where you have selected.  This is set to Bottom so that the Go button is at the bottom of the Filter

Automatically Loading the Report

If you want EI to automatically load the Report using the default and remembered Filter, ensure that Autorun Report on Load is switched on

  • Click on Actions to open the section
  • Click the Autorun Report on Load Slider to on 

          

Remembering Filter Values

If you want EI to remember the previous Filters, ensure that Remember Filter Values is switched to on

  • Click on Actions to open the section
  • Click the Remember Filter Values Slider to on 

          


Renaming Filters 

Once the Filters have been created, you can rename them if required.

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  • Continue down the list of Filters on the left hand side and rename any that you want to change


Making a User Filter Mandatory

You can choose which Filter(s) are mandatory.

  • Click on the Filter you want to make mandatory
  • Change the slider in the Filter Requirement section from Allow Omit to Mandatory

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When you run the Report, the Filter will have a red dot against it to indicate it is mandatory.

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