Filter Formatting

Overview

The Filter format tab contains a number of sections that you can use to format your filters.

Each of these sections is described below.

The main formatting options for report filters are displayed below.

Option	Description
Description	Define the title of the filter.
Display Filter in Legend	Show or hide this filter from the filter legend list.
Filter Requirement	There are two available options: Allow Omit: allow the user to leave this filter blank. Mandatory: force the user to provide a value for this filter in order to run the report.
Display Dependant On	Select a filter for this filter to be dependant on. This will mean that the selected filter will have to have a value selected before the dependant filter displays. Note: this option will only be displayed if you have another filter that had cached values. See Cached Dependent Filters for more information.
Remember User Selection	Remember values applied to this filter for future use.
Period Traversal	Allows you to provide the user with a method of stepping through periods before and after that selected in the filter. For example, the user filters the report on Year = 2009. If the interval is 1 Year and the interval bounds are 5 Back and 5 Forward then the user will initially see data for 2009. Each time they either move back or forward it will be 1 year, and they will be restricted to 5 years in either direction.

Option	Description
Value Entry Method	Define the way the user should provide values for the filter. There are two available options: Manual User Entry: allows the user to either type in dates into the entry fields, or use the calendar picker. Value List Selection: allows you to cache values or provide a list of pre-defined date ranges for the user to select from.
Value List Setup	Define which method of providing a list of values you will use. There are three options: Pre-defined Periods: use a list of pre-defined date ranges for the user to select from. See Pre-Defined Date Periods for more information. Cached Values: create a list of values by caching the current contents of the field in the database. Custom Query: create a list of values by caching the current contents of the field in the database using a custom SQL query.
Sort
Default Value

Option	Description
Filter Display	Select the location for User Prompt filters to be displayed on the Report page.
Apply Link Location	Select the location for the apply button or link to be displayed. This is positioned within the Filter Display (defined above).
Apply Style	Use a button to apply selected filter values.
Filter Width	Select the length for User Prompt filter values display, allowing you to accommodate longer values.
Display Filter Values	Allows you to display a legend of filter values applied to the report.

Option	Description
Autorun Report on Load	Apply default and remembered filter values and run the report on first load.
Remember Filter Values	Remember filter values previously applied to this report and load on next viewing.
Drill Filters	Minimise display of filters applied to the report as part of the Drill Through process.
Minimise Filter Section	Minimise the filter display on first load of the report.
Filter Date Reference	Apply pre-defined date periods relative to the current date.