Click the cell where the pre-defined filter is entered.
Press [Delete] to delete the current value.
Either click the drop down to select your new filter, type a value or click the ellipses button and in the Search window, type a filter and click Search.
Click the row where the code matches what you want the filter to be and click OK.
Click to save the pre-defined filter to your report.
Click the cell where the pre-defined filter is entered.
Press [Delete].
Click to save your report.
Filter types
You can apply filters to a report using either:
Filter commands
Filter commands allow you to test the data in your report for specific criteria such as clients with an unbilled wip balance >$5000. For instruction and examples on these commands, refer to Filtering options.
Filter prompts
Filter prompts allow you select the fields you would like to prompt on, for example Client partner. You may wish to run a report for 1 specific partner instead of for all partners. For more information, refer to Filter prompts.