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Filters

We are currently transitioning to a new Reporting solution, with a new set of Standard Reports. See Create a Summary Report for how to use the new Reporting solution. See Reporting Migration Process for more information about the transition.

Overview

Use Filters to narrow the focus of your data. For example, you can create filter that returns only accounts with a balance over $100,000.

You can filter reports by:

  • Adding predefined filter values (constraints). This is useful when you need to filter the results from a report. For example, you may never be interested in Draft or Canceled invoices, and may want to set a pre-defined filter such that you only view Posted invoices.
  • Prompting the user at run time for filter values. User-prompted filters are valuable when you have defined a templated report that can be used for multiple purposes. For example, you may have a report such as MRR For Product "X" or New Orders Sold By Salesperson "Y," where "X" and "Y" can be defined by the user at run time.
  • Using a custom query (data source) to dynamically supply the values for the filters. Custom queries allow you dynamically feed data into runtime filters. Instead of prompting the user at run time, Zuora Reporting will dynamically generate the filters based on existing data.

Adding a Filter

To add a filter:

  1. On the Filters tab, click Add Filter. The Add a Data Filter dialog appears.
    DemandReports_FilterTab_Add.png
  2. Select a column and an operator. For example, to filter account balances over $100,000, select the "Account.Balance" from the Column list, select "Greater Than (>)" from the Operator list.
  3. Click edit to define a value. The following dialog appears
    DemandReports_filterTab_values.png
  4. Define the filter value from one of these options:
    • To run the report without user input, select the Enter value(s) option and specify a value.
    • To make a filter dynamic and allow users to select a value when running the report, select the Prompt the user that runs the report for the value(s) option. You can allow users to specify more than one value for a filter, or select values from a list generated by a custom query. You can then specify the label that is displayed for the filter, how many values a user can enter, a default value, and if the user should only choose from a list of values from a custom query.
    • To create a filter based on a custom query, select the Use a query to get the value(s) option. Click Choose to open the Select Query dialog and select from a list of the available queries.
  5. Click OK to save the filter.

Running Reports With User-Prompted Filters

When running the report, the user will be asked for values for any user-prompted filters. For example:

zreporting_UserPromptedFilter.png

As shown in the image, report will only display data from Invoices with a Status of "Posted." However, the user can click Add Another Value to add additional values.

When specifying multiple values for a filter, the logical OR operator is applied. For example, if a report is run with a filter for that has two values for Invoice.Status, such as Posted and Canceled, the report will contain invoices that have Status="Posted" or Status="Canceled".

Working with Filters

After creating your filters, you can change the order of filters, edit the filters, and remove filters.

Changing the Order of Filters

Filters are run in the order they are listed. For example, you can select filters to find all open account balances greater than $100,000, and all accounts dated after January 1. The process will find the $100,000 accounts first, then within that set find accounts dated after January 1.

To change filter order, select a filter checkbox, then click the up or down arrow. The name moves up or down the list indicating when it filters your report.

DemandReports_Filters.png

Removing Filters

To remove a filter from the list, select a filter check box, click the X. The Remove Filters confirmation dialog appears. Click OK to remove the filter.

Editing Filters

To change filter options, click Edit next to a filter to see the Edit a Data Filter window. Select the desired options from the lists, then click OK to save your changes.

Last modified
21:04, 14 May 2017

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