Help Documents - Version 5 Custom ReportsHow do I add a report Filter?

How do I add a report Filter?

This article is a continuation of the How do I create a simple report? article which describes how to create this report. This article adds filters to the Advanced Level Dancers - Houston report.

Where do I access Custom Report tools?

Apply filters to include registrants who are a Houston dancer and purchased the Advanced Level Ticket

The Search Filters window opens

We need to add filters to select ONLY registrants who:

  • Declared they are a dancer
  • Selected Houston as their preferred city
  • Purchased an Advanced Level ticket

We will add 3 filters.

Add filter for "Dancer"

Select the dancer question response.

Add filter for "Dancer"

... continued filter for "Dancer"

... continued filter for "Dancer"

Add filter for "Houston"

Add filter for "Houston"

... continued filter for "Houston"

... continued filter for "Houston"

Add filter for "Advanced Level"

Add filter for "Advanced Level"

... continued filter for "Advanced Level"

... continued filter for "Advanced Level"

All 3 filters are defined

View the Report - filtered to give us what we need

Total registrants have been cut to only 3. These registrants satisfy all 3 of the filters: only Houston, Dancer and Advanced Level.

What can you do with this report?

  1. You can Edit it
  2. You can Add or remove filters
  3. You can Delete it
  4. You can Copy it and say, change the name and the ticket filter to Seattle and you have a new report for Seattle dancers
  5. You can Share it - email a link (with or without your comments) to a 3rd party (be mindful of privacy policies) - they can view the report without logging in to your Admin Dashboard

This article is a continuation of the How do I create a simple report? article which describes how to create this report. This article adds filters to the Advanced Level Dancers - Houston report.

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