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1. AND/OR Logic - define the logic used between each filter condition.
2. Bracket Arrows - the addition of brackets around sets of filters allows for more complex logic, used in conjunction with AND/OR logic settings.
3. Filter Fields - the fields added to the Filters list in order to restrict the report results.
4. Operator Selection - select the operator to be used in the filter, specifying how values will need to match, or differ from the condition defined.
5. Value Selection - either define a value for the filter condition, or set it as User Prompt for the report reader to define.
6. Filter Logic - displays a summary of the filters.
7. Add Filters - allows the user to add more fields to the filters list without closing the configuration panel.

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Logic

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When defining a filter initially you need to specify how the filter values are to be selected for example where company name is equal to or different from the values that you want to filter on. The options within the drop down will vary based upon the type of field that the filter is to be applied to.

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See Filter Operators for more information.

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Operator

By changing the filter data in the filter you will change it from a user prompt to a permanent condition. This means that when the report is run Yellowfin will automatically filter the report based on the values you set.

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1. The type of field that the filter is being applied to
2. The type of operator chosen.
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Value

User Prompt

Defined Value

Pre-Defined Date Range

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