TABLE OF CONTENTS
Background
This page allows you to control which fields can be used as filters in your system for anywhere a filter can be used (Reports, Campaign filters, Workflow rules, etc.). You can also specify which fields can be used for "grouping", and restrict certain filters to Admins only if desired.
Good to Know
Caution!
- Be careful while using this functionality. It will change the filters settings and labels for ALL users.
- All your changes are automatically saved!
- The Loyalty filter is only available on some widgets
- Filter labels are controlled by Field Settings
How to configure the filters
Step 1: Verify if you have access to this feature. It is only available for GLOBAL ADMINS.
Step 2: Go to Settings -> System Admin -> System Settings Tab, and go to "Filter Settings"
Step 3: To add more filters, click on the +Add filters button at right end corner of the card. It will come with filter and group by active by default. To deactivate simply turn OFF the toggle.
To delete the filter, if you don't want that field to be filterable/groupable anymore, simply click on the trash icon.
To restrict this filter to Admin only simply turn the toggle ON.
Step 4: You can check your settings on the filters on the widgets, reports and on-the-fly filters.