Setting an initial filterFollow
Initial filters let you specify the values to use in the incorporated search filter the first time the report is run or when the report search conditions are reset.
To set an initial filter:
- Edit the view for which you wish to create an initial filter for clicking on Setup > Application > Forms & Views > edit icon
- Create the filter if you have not done so far (see Incorporated filters)
- Click on the Set initial filter option
- Enter values in text fields or select items from the lists
- Click on the Save button
The initial filter will be used when executing the report for the first time. If the filter is editable users can change the value of the filter and execute the report with the new filtering criteria. These criteria will be saved when you execute the report so that the report shows the updated filtering conditions when you run it later.
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