Create a New Filter

Many built-in filters are provided for you that may be added to a report as you create it. You may also create your own standalone filters that can then be added to any report. For example, you may want to combine several built-in filters in a single stand-alone filter. Then, when you create a report, you need only add a single filter, rather than adding each of the filters separately to the report.

To create a stand-alone filter:

1. Go to Reports > Setup > Create EI Filter.
2. Navigate to the Shared Filters folder and open it. All available filters appear in the list.
   
   
3. Locate the filters that you want to add, then double-click on the filter or drag and drop it in the panel on the right.
4. Click the SAVE AS button.
   
   
5. Navigate to the folder in which you want to save the filter. If you're creating this filter for others to use, save it in the Shared Filters folder. If the filter is for your use only, then select the My Objects folder.
6. Click OK.