Tuesday 1 June 2021

Changes to Advanced Report Filters

Advanced Reports are powerful reports that can be used to set up any number of reports based on any requirements. These reports can be scheduled to be sent out automatically as and when needed.

A single advanced report consists of the report definition, a list of fields or columns contained in the report and a list of subscriptions for that report. The subscriptions in turn, have a selection of filters that apply to the subscription only.

Over the years, we've found that most subscriptions within a report largely use the same set of filters - with just one or two filters that are actually specific to the subscriptions. Adding a new filter for a report required the filter to be added to all subscriptions one by one.

With the latest update, we've create a new section for filters that will be applicable to all subscriptions. These filters will be available in a new tab called 'Filters' present on the advanced report detail page.

Filters added on this tab will be applied on all subscriptions. These filters are also shown when subscription filters are being modified, but they cannot be modified from within a subscription.

Filters defined on subscriptions can also be transferred to report level filters. TrakIT will remove all matching filters on all subscriptions so that a common filter can be used.

For any questions or concerns, please contact TrakIT Support.