Basic - Adding a Filter

When you log in to Premium Reporting, you will see we have added pre-built reports based on customer requests, which show a standard set of data. If you want to narrow that data down—for example, to show only "Credit Card" transactions or only clients from a specific "City"—you need to add a Filter.

Adding 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. Find the Field to Filter By:

   • Option A (Existing Columns): Click the In Use tab in the left-hand menu to see fields already displayed in the report.

   • Option B (New Fields): Use the Search bar or browse the "All Fields" list to find a data point that isn't currently in the table (e.g., "Sign Up Date").

5. Activate the Filter:

   • Hover your mouse over the field name.

   • Click the Filter Icon (a funnel symbol with a + sign).

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6. Configure the Rule:

   • The field will appear in the Filters section at the top of the main window.

   • Use the dropdown menus to set your rule (e.g., Payment Method > is equal to > Credit Card).

7. Click Run to update the report with your new criteria.