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Allow users to filter Discover report results before exporting data

Hello,


It would be useful if a user could filter a Discover report results before they export the data or add a filter to a report before they save the report for scheduling.


Best,

Lindsey Pittington


Hey Lindsey. It is possible to filter a Discover report and save as Excel. It is also possible to filter a report, save it to My Reports, and then schedule the filtered report for delivery. In the report Find field, enter ColumnName:Keyword to filter a report.


In the following example, BurstStatus:Aborted filters the report for just Aborted status:



See the attached video for a more detailed example of filtering a report and then scheduling the filtered report for delivery.


Please let me know if you have any questions.

mp4

1 person likes this

Hi Bryan,


Thank you for providing these instructions!


Best,

Lindsey Pittington

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