The Filter tab allows you to filter the information in your report based on what is important to you.

Filter Type - The basic filter begins with one column from your Report.  After selecting the column, you'll need to decide on your Filter Type.  The Filter Type drop-down field provides you with a variety of ways to filter your data.  The options available to you are dynamic based on whether the field is a text field or a date field.

For example, if you wanted to run a report of all Operational Assets, you could select the Asset Status column, a Filter Type of "equals", and a Value of "Operational".

- If you don't see the column you would like to filter by, make sure it's been added in the Fields tab (see the Create a Report article).

New Filter - You can access more specific information by adding additional filters to your Report.  To add a new filter, click "New Filter" and add your additional filter criteria.

For example, if you wanted to see all the operational assets installed within the last year, you could filter according to Asset Status and add a New Filter for Installation Date.

New Group - You may want to filter your report even more specifically.  In this case, you can add a new group which will allow the system to filter according to more detailed criteria.  To do this, click "New Group" and follow the filtering steps above.

And / Or - Selecting "And" in your report will require both statements to be true.  Selecting "Or" will require either statement to be true. 

In the example below, the results will return the assets that are either Operational OR Pending AND were added this year.

Deleting a Filter or Group - You are able to delete a filter, or an entire Group, by clicking the circle symbol to the right of the filter or group.