Question:
How to add filters to a Report in PromoMats and Medical?
Answer:
Under the Filters section, users can add multiple values to restrict the view to the data required.
To add a Filter to a Report, please follow the instructions below:
- From the Reports Tab, click Create.
- Select the appropriate Report Type
- Once selected, click Continue in the top right corner of the screen.
- On the Report page, expand the Filters section and select a field.
- To add or remove a Filter, click the (+) or (-) icon to the right.
For reports with numerous results, it is recommended to use any Date range filter to narrow down the results.
Related Documentation:
Knowledge Base: What do Conditional Fields Mean When a Creating Report in PromoMats and Medical?
Vault Help: About Workflow & Task Report Fields