A filter that is in the [The main filter] group. The main filter is configured with the help of this filter. It will be applied to the object when receiving data for the report.

Main filters settings

The base filter is configured according to the basic rules for setting the advanced filter. Read more: https://academy.creatio.com/docs/user/platform_basics/business_data/filters_shortcut/filters#title-1755-10

Custom filter settings

Detail for setting the custom filter [Custom filters].

The main task of this detail is to set up filters that will be displayed to the user when generating a report.

Fields:

• [Caption]: the name of the filter will be displayed to the user.
• [Filter]: the path in the filter field, relative to the report object, is set by the "Column Setup" tool. So, if we select the “Type” field for the Contact, then when generating the report, the user will be able to select the type of contact from the “Contact type” lookup.
• [Required]: flag responsible for the mandatory filling of the parameter to start generating the report.
• [Filter group]: field reflects the group in which the filter is required.
• [Multiple choice]: available for fields of the lookup type and is responsible for the ability to specify multiple values.
• [Position]: the order in which the filter is displayed to the user.
• [Max date range (days)]: a field available only for filters with the date type. Indicates the number of days between the range. In cases where the user enters a period greater than specified in this filter, a warning is displayed [Date to [- [Date from] should not be more than] {specified number of} days].

As a filter you can specify fields of the date type, numeric fields and lookup fields.

Required filter groups detail

The detail displays groups in which one of the filters is required.