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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} The Filter format tab contains a number of sections that you can use to format your filters. !01menu.png! Each of these sections is described below. !02menuList.png|thumbnail,border=1! h2. General Settings {styleclass: Class=topLink}[top|#top]{styleclass} The main formatting options for report filters are displayed below. !03generalSettings.png|thumbnail,border=1! h3. {expand:title=Format} ||Option||Description|| |*Filter Display*|Select the location for User Prompt filters to be displayed on the Report page.| |*Apply Link Location*|Select the location for the apply button or link to be displayed. This is positioned within the Filter Display (defined above).| |*Apply Style*|Use a button to apply selected filter values.| |*Filter Width*|Select the length for User Prompt filter values display, allowing you to accommodate longer values.| |*Display Filter Values*|Allows you to display a legend of filter values applied to the report.| {expand} h3. {expand:title=Action} ||Option||Description|| |*Autorun Report on Load*|Apply default and remembered filter values and run the report on first load.| |*Remember Filter Values*|Remember filter values previously applied to this report and load on next viewing.| |*Drill Filters*|Minimise display of filters applied to the report as part of the Drill Through process. | |*Minimise Filter Section*|Minimise the filter display on first load of the report.| |*Filter Date Reference*|Apply pre-defined date periods relative to the current date.| {expand} h3. {expand:title=Filter Refresh} This option is only available if one or more filters have been set to use Cached Values. ||Option||Description|| |*Refresh*|There are two available refresh options available for cached filters: * *Manual:* allow users to manually refresh cached filter values. This should be used if values don't change regularly. * *Scheduled:* schedule automatic cached filter values refresh. This should be used if values change often.| If the refresh setting is defined as *Scheduled* then the following scheduling options will become available. This schedule will apply to *all* cached filters on this report. !04refreshSchedule.png! {expand} h2. Filter Settings - Dates {styleclass: Class=topLink}[top|#top]{styleclass} h3. {expand:title=Display} The display options for dates are the same as those for dimensions and metrics, with the exception of Period Traversal. ||Option||Description|| |*Description*|Define the title of the filter.| |*Display Filter in Legend*|Show or hide this filter from the filter legend list.| |*Filter Requirement*|There are two available options: * *Allow Omit:* allow the user to leave this filter blank. * *Mandatory:* force the user to provide a value for this filter in order to run the report.| |*Display Dependant On*|Select a filter for this filter to be dependant on. This will mean that the selected filter will have to have a value selected before the dependant filter displays. {color:#C00000}*Note:*{color} this option will only be displayed if you have another filter that had cached values. bq. See [Cached Dependent Filters] for more information.| |*Remember User Selection*|Remember values applied to this filter for future use.| |*Period Traversal*|Allows you to provide the user with a method of stepping through periods before and after that selected in the filter. For example, the user filters the report on Year = 2009. If the interval is *1 Year* and the interval bounds are *5 Back* and *5 Forward* then the user will initially see data for 2009. Each time they either move back or forward it will be 1 year, and they will be restricted to 5 years in either direction.| {expand} h3. {expand:title=Entry Style} ||Option||Description|| |*Value Entry Method*|Define the way the user should provide values for the filter. There are two available options: * *Manual User Entry:* allows the user to either type in dates into the entry fields, or use the calendar picker. * *Value List Selection:* allows you to cache values or provide a list of pre-defined date ranges for the user to select from.| |*Value List Setup*|Define which method of providing a list of values you will use. There are three options: * *Pre-defined Periods:* use a list of pre-defined date ranges for the user to select from. See [Pre-Defined Date Periods] for more information. * *Cached Values:* create a list of values by caching the current contents of the field in the database. * *Custom Query:* create a list of values by caching the current contents of the field in the database using a custom SQL query.| |*Sort*|| |*Default Value*|| {expand} h2. Filter Settings - Dimensions {styleclass: Class=topLink}[top|#top]{styleclass} h3. {expand:title=Display} ||Option||Description|| |**|| {expand} h3. {expand:title=Entry Style} ||Option||Description|| |**|| {expand} h2. Filter Settings - Metrics {styleclass: Class=topLink}[top|#top]{styleclass} h3. {expand:title=Display} ||Option||Description|| |**|| {expand} h3. {expand:title=Entry Style} ||Option||Description|| |**|| {expand} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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