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Adding a docked filter to a report
Answer ID 2621   |   Last Review Date 12/19/2018

How do I add docked filters to my report?

Environment

Analytics, Docked filters

Resolution

Docked filters display at the top of the report when it is generated.  Users can enter or select a value for the field and click the Search button that displays next to the docked filter. This allows users to search on important fields without having to open the Search pop-up from the report ribbon.

To add a new filter as a docked filter to a report: 

  1. Open the report for editing. 
     
  2. Drag and drop the field from the Data Dictionary to the Docked Filters section at the top of the report panel.
     
  3. In the Edit Filter window, define the label, expression, operator and default value for the docked filter.
     
  4. Click OK and the docked filter displays in the top section of the report.


To convert an existing filter to be a docked filter:  If your report already includes the field as a filter, you can change the filter so that it is a docked filter. The specific steps depend on which release your site is on.

You must change views to the Data Set view to change the filter type. You can also use these steps to remove a docked filter to be a standard run-time filter:

  1. Open the report for editing.
     
  2. From the Home tab, select Views > Data Set View.
     
  3. From the report display, click the appropriate filter under the Filters heading.
     
  4. From the Design tab, enable the Display in Docked Filters check box.
     
  5. Save your report.


To remove a docked filter:  In the Design view, right click on the docked filter and select either of the following:

  • Remove from Docked Filters -- this option leaves the filter as a run-time filter in the Search pop-up window
     
  • Delete -- this option removes the filter entirely so that it is neither a docked filter or a run-time filter

 

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