Question:

How to add filters to a Report in PromoMats and Medical?

Answer:

Filters can be added to a report to narrow down the results. The information needed from the results can be managed by adding/removing Columns.
Note: For reports with numerous results, it is recommended to use any Date range filter.

1. From the Reports Tab, find the existing report or create a new one (See Create a Report).
    
2. Expand the Filters section and select an operator/Field.
   
   
    
3. When selecting a Condition, note that "equals" searches for the exact value while "in" searches that the value is included.
   E.g.: "Country - in - United Kingdom" brings documents for United Kingdom but also documents for United Kingdom + Ireland.
    
4. To add or remove a Filter, click the (+) or (-) icon to the right.
   
   
    
5. Optional: tick the Prompt option to be able to select the value for the filter at run-time. 
   E.g.: "Document Status - equals - - Prompt" brings documents in the status selected at the report run-time displaying the same information configured beforehand (other filters and columns).
    

Related Documentation:

Knowledge Base: 

• How to Create a New Report in PromoMats?
• What do Conditional Fields Mean When a Creating Report in PromoMats and Medical?

Vault Help: Using Report Filters