Basic - Editing A Filter

If a pre-built report is almost what you need but the criteria aren't quite right (e.g., it shows "Yesterday" but you want "Last Month"), you can edit the existing filter logic.

Editing A Filter

1. Navigate to Premium Reporting.

2. On the left side menu, click Explores.

3. After selecting the report you would like, locate the Find a Field section with a search bar. 

4. Locate the Filters section at the top of the data visualization.

   • Note: Click the arrow icon to the left of "Filters" if the section is collapsed.

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5. Change the Logic (The Operator):

   • Click the First Dropdown Box next to the field name.

   • Change the rule type (e.g., change is equal to to contains or change is in the past to is in range).

6. Change the Value:

   • Click the Second Box to enter the new specific data (e.g., type "Credit Card" or select specific dates).

7. Crucial Step: Click the Run button (top right) to refresh the report with your new settings