Default Filter Value

A default value can be specified for Dynamic filters.  The default value will be automatically populated within the filter when running the report. However, the value can be modified prior to running the report.

Follow the steps below to set a default value for a Dynamic filter. 

  1. Select Reports > Builder

  2. Use the Show All button to view all custom reports. Or use the Search Bar to further drill down your search.

  3. Select the Report from the list.

  4. In the Report Fields pane

    1. Expand the Report Field category you wish to filter the report off of. 

    2. Or use the Field Search to search for fields in all categories.

      When using the search feature, the Report Fields list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder.

  5. Drag and drop the field into the Filters pane.

  6. Right click on the field within the Filters pane, select Set default selections.

  7. A window will open where you can specify the filter value that will auto-populated in that filter field every time you run the report.

  8. Click Done.