Steps to Define Filters:

1) Click on the Module in the Related Modules pane that you would like to use to define filters. By default, the primary module (top node in the tree view) is selected.

You can select a related module (child node in the tree view) by clicking on the module. Expand the node to view additional modules related to the related module. The module that you select determines which reportable fields appear in the Available Fields pane.

2) Click on a Field in the Available Fields pane to add it to the filters. You can also search for the field by typing in the text box in the pane.

After selecting any number of fields from the module selected in the Related Modules pane, you can choose a different module from which you can select any number of fields to use as filters.

3) Choose AND or OR to designate whether all filters or any filters, respectively, are used to find results for the report.

4) [Optional] Click on Add Filter Group to create groups of filters. You can have any number of filter groups and any number of filters in a group to create nested filters.

5) [Optional] Select the Run-time option for a Filter to allow users to use the filter to further customise the results of the reports while viewing the report.