How to Add a Filter for a Report

Follow this guide to set up filtering conditions for your report, in order to further filter the data of the widgets in the report.

Prerequisites

A report has been created that you want to add a filter. If you haven't created it yet, refer to How to Create and Use Reports in MSPbots.

Add a new filter

1. Log in to MSPbots app as an admin.
2. Navigate to Reports on the menu.
   
   
   
   
3. Click to open the report that you want to add a filter.
   
   
   
   
4. Click the   button.
   
   
   
   
5. Click Add A Filter.
   
   
   
   
6. Fill in the following fields.
   
   • Filter Name
   • Condition
     
     • Set the filter criteria by configuring the datasets. The dataset list displays the datasets for all widgets in this report. The available datasets depend on which datasets are used by the widgets in the report.
     • The available condition fields are based on the fields of the datasets used by the widgets in the report.
       
       • Click the + Condition button to add multiple filter conditions.
   • Filter Switch - The switch for this filter is on by default.
     
     
     
     
7. Click Save.
8. When you click the    button, the widgets that use the filter's datasets will be highlighted and display an    icon. The filter for these widgets will be automatically enabled, and the data will be automatically refreshed.
      *   The   icon shows the number of active filters.
      *   The datasets of the Slicer are not filtered by the filters.
   
   
   
   
   
   
   

Disable or enable a filter

Disable or enable a filter for a report

1. Click the    button.
   
   
   
   
2. Toggle on or off the filter.
   Once it's off, the filter of all widgets using it will automatically close.
   
   
   
   
   • If you can edit the report, your settings will be saved for all users opening the report.
     
     
     
     
   • If you cannot edit the report, your settings will not be saved, and refreshing the page will clear your settings.
     
     
     
     

Disable or enable the filter for a widget

For every MSPbots user,

• If you want to disable the filter of a widget, you can click    to change it to  .  The widget will no longer be affected by the filters.
• If you want to enable the filter of a widget, you can click    to change it to  . 
  
  
  
  

Edit the filter

1. Log in to MSPbots app as an admin.
2. Navigate to Reports on the menu.
   
   
   
   
3. Click to open the report that you want to add a filter.
   
   
   
   
4. Click the   button.
   
   
   
   
5. Click the   button.
   
   
   
   
6. Modify the fields you need to change.
   
   
   
   
7. Click Save. The widgets using this filter will be automatically refreshed.

Delete the filter

1. Log in to MSPbots app as an admin.
2. Navigate to Reports on the menu.
   
   
   
   
3. Click to open the report that you want to add a filter.
   
   
   
   
4. Click the    button.
   
   
   
   
5. Click the    button.
   
   
   
   
6. Click Delete.
   
   
   
   
7. Click OK. The Filter of all widgets using this filter will automatically close and these widgets will refresh automatically.