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      Create a new filter set

       

      Filter sets help you define the scope of the data you want to include in a report.

      Create a filter set

      1. Go to your platform home page.

      2. Select Settings > Reports.

      3. Click Filters > Create New Filter Set.

      4. Select the scope of the filter and any other desired parameters for the data to include.

        AND Filters: Used when you want all data to meet all criteria you’ve selected.
        OR Filters: Used when you want data to meet any of the criteria you’ve selected.

      5. Enter a name and description for the filter set.

      6. Click Save Filter Configuration.

      Tip: You can also combine AND and OR when some criteria must be met but you want to include other data with any number of the characteristics you’ve selected.

      See also