Managing Filters

After a Query has been created, you can modify it at a later date to further customize the view of your data. You can add, edit, or delete a Filter from an existing Query.

Adding a Filter to a Query

1. Open the Query Management screen.
2. Click a Query from the list.
3. Click the Filters tab.
4. Click + Add Filter.
5. Select one of the Filters.
6. Click APPLY FILTERS. The empty Filter displays "0 filter applied".
7. To set the value for a Filter, click the name of the empty Filter.
8. Depending on the type of Filter that was selected, enter a value or select one from a drop-down menu.
9. Click + ADD FILTER.
10. Click Apply.
11. Repeat to add additional Filters as necessary.
12. Click Save.

Editing a Filter in a Query

You can edit a Filter to remove a value or add new values.

1. Open the Query Management screen.

2. Click a Query from the list.

3. Click the Filters tab.

4. Click the name of a Filter.

5. To remove the Filter Value:

   1. Click the X next to the value to remove.
   2. Click Apply.

6. To add a Filter value:

   1. Click + Add Filter.
   2. Select a Filter from the drop-down menu.
   3. Click APPLY FILTERS. The empty Filter displays "0 filters applied".
   4. To set the value for a Filter, click the name of the empty Filter.
   5. Depending on the type of Filter that was selected, enter a value or select one from a drop-down menu.
   6. Click + ADD FILTER.
   7. Click Apply.

7. Click Save.

Deleting a Filter from a Query

You can remove one or all Filters that are saved in a Query.

1. Open the Query Management screen.
2. Click a Query from the list.
3. Click the Filters tab.
4. Do one of the following:
   • Click the X next to the name of a Filter.
   • Click CLEAR ALL to remove all Filters.