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Filtering allows you to include or exclude certain subsets of data from your report.

At the top of the Filter pane, you can see all active filters in your report. In many cases, filters are automatically created as a result of the report definition.

  • To modify filter order, drag filter names in the list.
  • To delete a filter, hover over its name.

In the example below, we see one active filter, which serves to exclude all data that does not relate to the sales reps that the user has selected.

See which filters have already been added to a report

 

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