Add or Remove Filter Options

Add or Remove Filter Options

Certain filter options are loaded automatically when you select a report. However, you can change the filter options for a report using the Add/Remove Filter button.

1. To change the default filter options on a report, click the Add/Remove Filter button.
2. Select the filter options you want to include on the report or clear the check box to remove the selection.

When viewing the report screen for a report, you will notice that some filter options are shown but you cannot select them or make changes to the filter parameters. These filter options provide pre-determined data on the report spreadsheet when you run the report. For example, the User ID, User Last/First Name, and User Email filter options appear on the User Authorization report but cannot be edited. When the report runs, all user IDs, names, and email addresses that match the other criteria selected in the report are listed.

Some filter options, when selected in the Add/Remove Filter list, enable other filter options automatically. For example, if the User Email filter option is selected, the User ID filter option is automatically selected as well. Likewise, selecting the Data Item type filter option, will cause the PSID and FEIN filter options to be selected automatically as well. This is to provide the necessary context for information contained in the report.

In the tables below, we show you which filter options are selected by default for each report and which filter options cause the automatic selection of other filter options. Note that the relationship is not necessarily reciprocal. For example, just because selecting the User Email filter option automatically causes the User ID filter option to be selected, does not mean that selecting the User ID filter option will cause the User Email filter option to be selected.