To show only relevant data in your Watershed reports, you can create a filter to restrict the data that these reports will use. While you can create filters in the Report Builder, you can also use the Filter Editor to create filters that can be shared across your reports and organization.

This guide explains how to use the Filter Editor to build and manage your organizations' filters.

Creating Filters

1. Go to the Filters section of the Settings page.
   
2. Click the Add Filter button.
   

Adding a new Filter

When adding (or editing) a filter, you are presented with the following options.

1. Name, Display Name and Filter Category.
   The Name field controls the name of the filter as it appears in the Filter Editor and the Report Builder, whereas the Display Name is the name of the measure as it appears in reports. The Filter Category is described further down this article.
2. Activities, People, Groups and Verbs.
   Using these sections you can select various combinations of Activities, People, Groups and Verbs to use in the filter.
3. Visibility and View Permissions.
   Using this section you can select who can see and utilise these filters in your reports.
4. Preview. 
   
   The preview section shows you a sample of statements that would be returned by this filter.

Advanced Filter Configuration

The Advanced section allows you to make more powerful filters. See our Advanced Data Filters article for more information.

Editing Filters Permissions

Global Admins can control which users can see which Filters. Users with view permissions for a filter are able to see that filter when they configure reports. If they are area admin users, they can also edit and delete that filter in the Filter Editor. Global Admins have permissions for all filters regardless of settings.

Even if a user does not have view permissions for a filter, they will still see that filter in reports that have been configured to use it. They just don't see the filter in the filter drop down when adding filters to reports. (Filters can also be configured to be visible to 'All parts of your organization').

To edit permissions for an existing Filters:

1. Go to the Filters section of the Settings page. 
   
2. Click Edit next to the Filters whose permissions you need to change. 
   

Editing Person or Group Permissions

You can edit which people and groups have access to a filter by editing the filter as described above. You can also manage all of the filter permissions for a group or person using the People & Groups Permissions tab. Select the People & Groups Permissions tab and search for a person or group by name.

You can now select which filters the person or group has permission to access. If the person or group has permission to access the filter because a parent group they are in has permission (or if everybody has permission) for that filter, a black tick icon is displayed as shown.

Reordering Filters

By default, filters are listed in the order they are created. In the Menu Sequence tab of the Filters section of the Settings page, you can simply drag and drop the filters to place them in the preferred order, or click alphabetize to sort them in alphabetical order. Keep in mind, when you reorder filters, they'll appear in that order for all users.

To re-order filters within a category, select that category from the drop-down first.

Deleting Filters

In the Filters section of the Settings page, click Delete next to any Filters you'd like to delete. This will affect everyone that can see this filter and the filter will be removed from any reports using it.

Adding Filter Categories

Filters can be organized using categories. Filter Categories are displayed as italicized headings in the Select a Filters drop down.

To add a category, select the Categories tab and click Add Filter Category.

In the pop up, enter the name of the category and click Add Filter Category. You can now add filters to this category either when you create them or by editing an existing filter.

Using Filters in Reports

Once you’ve created a filter that is visible to you, you can select that filter from the Filters dropdown of reports that use filters. The filter remains linked to its definition within the Filter Editor, so if you make changes to the filter in the editor, those changes will be reflected in all reports that use that filter.