Since filters can be reused in different places it is important to give filters a clear name that explains what the filter does. Using good names will make managing and reusing much easier. Also make sure to update the filter name if you edit a filter. If not, you may end up with a disconnect. For instance, you have a filter called ‘Last month’ that is actually filtering on last year.
Filters can be created and applied in multiple places in the ReportBuilder. No matter where a filter is created, you can manage them from one place.
- Go to the ReportBuilder and edit your report.
- Click on the cogwheel at the top-right and select Report.
- Click on the Filters tab.
Now you see all the filters in the report and if a global filter has been set. You can see where each filter is being used by hovering your mouse pointer over the in use badge. You can also add, edit and delete filters here.
In the report editor, filters are not exclusive to a certain user. If user A creates a filter in a report, then user B will be able to see it and manage it too.