1. Knowledge Base
  2. Reports
  3. Reports and Forms Overview

Adding Filters to Reports

Adding filters can detail particular information about a project or your financials.

To add additional features, first start by clicking on Reports and selecting the report you wish to use.

Step 1. Click "Add More Filters"

Step 2.
Once you have located the filter(s) you wish to add, check the box next to it.

Step 3.
With the filters now accessible, set the operator and the data point. Click here to learn more about using filters.

Pro Tip: To quickly search for the additional fields you are looking for, use the search bar. For example, you can type in "Priority" or "Item Status"