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