The Dynamic filters on the left of a report are great, but when there's a ton of values it can become a bit cumbersome.
Is there a native way to customize the look/input type of the dynamic filters, to ideally help with such a situation?
Thanks
Question
Customize Dynamic Filter
+17Hi Alex,
When in the report there is an option to Customer this Report and open up the report settings. Near the bottom there is a header specifically called out for filters and an option to change that reports dynamic filters where you can set them to use the default dynamic filters (set in your tables report default settings), have no dynamic filters, or to use custom dynamic filters that you select. This allows you to pick out fields that are more relevant as dynamic filters and remove fields with so many choices they become less helpful. It doesn't allow you to alter the data in the fields to trim down options but can help you to assure a report has more useful dynamic filters. I hope this information is helpful Alex.
When in the report there is an option to Customer this Report and open up the report settings. Near the bottom there is a header specifically called out for filters and an option to change that reports dynamic filters where you can set them to use the default dynamic filters (set in your tables report default settings), have no dynamic filters, or to use custom dynamic filters that you select. This allows you to pick out fields that are more relevant as dynamic filters and remove fields with so many choices they become less helpful. It doesn't allow you to alter the data in the fields to trim down options but can help you to assure a report has more useful dynamic filters. I hope this information is helpful Alex.
+2Is it true that you cannot use a formula field as a filter in a report?
It used to be true, but that was enhanced maybe a year or two ago, so that any text formula field can also be a Dynamic Filer.
+2Snap. Do you know how i can take a date field and return just the year then convert it to text?
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