Use filters in PeopleXD Insight to restrict or target the data returned, helping you create a clear and concise report. To add a filter, follow the steps below.
Select Insight from the dashboard menu, then click Admin Area on the side bar.
In Search Reports, enter your report name, then click the search icon.
Next to your report, click the three-dot menu, then select Manage.
🤓Tip: If a notification prompt appears, click CANCEL to save time.
In Select a setting, select Filters then click ADD.
Select a Report Column, then select an Operator.
📌Note: The operator list and the filter values to be applied vary based on the data type of the column selected, e.g., text, numeric or date.
Enter your filter values, or click Filter Prompt.
📌Note: Selecting a filter prompt allows you to enter the value at runtime.
Ensure Active is enabled, then click OK.