How to Edit a Filter

You can make changes to an existing filter using the Filter Editor. For an introduction to filters, see Introduction to Filters.

When you edit a filter, you can add a new qualification or remove a qualification that is part of the filter's definition. To add qualifications, see the table in About filters to determine the type of qualification that you want to add, then use the appropriate link for the type of filter that you choose. If a filter contains more than one qualification, the qualifications are joined by an arithmetic operator such as AND or NOT. For diagrams and examples to show how to join filter qualifications with operators such as AND and OR, see the Basic Reporting Help.

You can remove a qualification in a filter by opening the filter and clicking the Remove condition icon next to the qualification that you want to remove.

The table below contains editing tasks that you can perform in a filter. To simplify the process of editing the filter, it is recommended that you perform these tasks in the order shown.

Order	Goal	Steps
1	Add a new qualification to the filter definition	See the table in About filters for detailed steps to add a qualification to the filter.
2	Shift a qualification up or down in the filter Qualifications at the top of the filter are evaluated first.	Click the Shift up or Shift down button next to the qualification. The qualification is moved up or down in the filter. The filter definition must include at least two qualifications. You can only shift qualifications that are indented to the same level.
3	Group qualifications to be evaluated together	Click the Shift left or Shift right button between two qualifications. The qualifications are grouped together and indented to the left or right. The filter definition must include at least three qualifications.
4	Change the logical operator between two qualifications	Click the operator. Select a new logical operator from the menu that is displayed. The operator is changed and the two qualifications are grouped together. The filter definition must include at least two qualifications.

To add or move a qualification, and to change an operator

Click the name of a report to execute it.
To add a qualification to the filter, see Introduction to Filters to determine what type of qualification that you want to add and view detailed steps to add the qualification.
You can change the order of a qualification in the filter:

To move a qualification further up in the filter, click the Shift up button next to the qualification.

To move a qualification further down in the filter, click the Shift down button next to the qualification.

The filter definition must include at least two qualifications. You can only shift qualifications that are indented to the same level.
You can group qualifications together by shifting them to the left or right. Grouped qualifications will be evaluated together when the filter is applied to the report data.

To shift qualifications, click the Shift left or Shift right button between the two qualifications.

The filter definition must include at least three qualifications to group qualifications together.
Click on the operator to change the logical operator between two qualifications.

Select the desired logical operator. The operator is changed and the qualifications are grouped together.

The filter definition must include at least two qualifications to change the logical operator.

To remove a qualification from a filter

For detailed steps to view an embedded filter, see Looking at the report's filter .
Click the Remove condition button next to the qualification that you want to remove. The qualification is removed from the filter.

How to Edit a Filter

To add or move a qualification, and to change an operator

To remove a qualification from a filter

Related Topics