How to add a client filter to a report

This article explains how to add a filter to a report that will allow you to select the clients that you wish to run a report against.

To be able to do this the view used in the report must contain the ClientID column.

Add Client ID Column

If the report does not already include the report required then follow the instruction in this article to add a new column to the report. The column required is the ClientID column.

 

 

Filtering on Clients

Filtering on Clients

Once the filter expression window is open check the clients you wish to filter on (use the filter box to make it easier to find the clients you wish to include).

If you wish to see most clients with the exception of a few then chose the Check All option and then locate the clients you wish to exclude and un check them.

Alternative to Client Filtering

It is possible to filter reports on client categories so if clients are categorised then this can be used as a filtering option. See the article How to use client categories to make client filtering easier. for details on how this can be setup.