user filters for reports
TRANSCRIPT
Zoho Reports - User Filters
Creating/Editing User Filters - Monthly sales for chosen years, regions, product
categories◉ Click on 'Edit Design' of a chart, choose
the 'User Filter' tab◉ Drag and drop the 'Date' column◉ Mouse over the default 'Date range' filter
and click on 'Edit'◉ Change to 'Actual Period' & give the filter
values for years to be shown◉ Similarly, repeat for 'Region' & 'Product
Category' column
◉ In chart, click on 'Edit Chart' -> 'User Filters'
◉ Drag the appropriate filter column
◉ To change the default 'Date' filter settings (Date Range), mouse over & click on 'Edit'
◉ Choose 'Actual Period' and click 'Next'
◉ Select the year values to be shown and also the default year filter value. Click on 'Finish'
◉ User filter for year (date) is set
◉ Like with Date (year), user filters for Region & Product Category can be set
