Create and edit filters

Create and edit filters to segment summarized report data by region location, belt level and so on. For example, you might create filters to show only projects by department or savings by location.

Watch this video to learn more:

Before you create a filter, determine which type of filter best suits the data you want to analyze. There are two types of filters:
Static filter

A filter that has only one option. When you create a static filter, you set conditions for one or more data fields to determine the criteria.

Dynamic filter

A filter that has several options. When you create a dynamic filter, you can use a list field or you can you create your own list to determine the criteria.

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