Edit the default filter of a report

When a report is a SQL Server Reporting Services report, is enabled for prefiltering, and has a default filter, you can change the default filter to display the data you expect to see in the report. This filter is used each time any user runs the report.

  1. Go to Reports.

  2. Select a report, and on the command bar, select More CommandsMore Commands button in Appointment Activity, and then select Edit Default Filter.

    To see all reports, including sub-reports that aren’t visible in the default view, select the All reports, Including Sub-reports view.

  3. Modify the filter criteria.

    The criteria are grouped by record types that you can use in the filter, such as Accounts or Contacts.

    To edit an existing row

    1. Select the query relational operator and select an operator, or select the underlined value and enter a new value.

    2. Select the query relational operator, and select an operator.

    To add a criteria row:

    1. Choose Select, and specify the field to filter on.

    2. Select the query relational operator, and select an operator.

    3. Select Enter Value, and enter a value to filter on. For some values, you can select the Select or change the values for this field button Ellipsis button to open the Select Values dialog box and select the value you want.

    To group criteria

    You must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.

    1. For each row you want to group, in detailed mode, select the Options menu button arrow_down_black for that row, and then select Select Row.

    2. On the Filter toolbar, select Group AND or Group OR.

    3. To remove a row from a group, select the Options menu button arrow_down_black for that row, and then select Delete.

    4. To select a group, select the Options menu button arrow_down_black for that group, and then select Select Group.

    5. To add a criteria clause to a group, select the Options menu button arrow_down_black for that group, select Add Clause, and then select the field, query relational operator, and value.

    6. To unselect a group that has been previously selected, click the Options menu button arrow_down_black for that group, and then select Deselect Group.

    7. To ungroup a group, select the Options menu button arrow_down_black for that group, and then select Ungroup.

    8. To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button arrow_down_black for that group, and then select Change to OR or Change to AND.

    Tip

    • To clear all criteria and start over, on the Filter toolbar, select Clear, and then select Confirm.
      • To delete a row, select the Options menu button arrow_down_black for that row, and then select Delete.
  4. To save the filter click Save Default Filter.

See also

Create, edit, or copy a report using the Report Wizard
Customize and organize reports
Get started writing reports