How can I restrict a filter on a report to only sh...
# ask-stanley-ai
m
How can I restrict a filter on a report to only show quarters in the dropdown?
c
AI generated answer (using internal Slack threads):
To restrict a filter on a report to only show quarters in the dropdown, you would need to customize the report and adjust the filter settings. Here are the steps: 1. Navigate to the report you want to customize. 2. Click on 'Customize' to open the customization settings. 3. In the 'Columns' section, find the 'Amount' column. 4. Use the 'Alternate Date Range Type' and set the 'Alternate Period Range' to 'Quarter'. This will set the column view to display data by quarter. 5. To add a filter that defaults to 'Quarter', you need to add a filter in the 'Filters' section. 6. When setting up the filter, check the box to show up in the filter region. 7. Run the report and click 'More' at the bottom of the report to get the filters to show up. 8. You can also set the filter without selection so it defaults that way when the report runs. 9. If you want to add a filter at the bottom of the report without having to pre-select a value, add the filter with a pre-selected value, preview the report, unselect the value from the filter, return to customization, and save the report. Please note that these steps are based on the standard NetSuite interface and may vary slightly depending on your specific configuration or version. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834062815
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819046557
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819013655
Please provide your feedback on this answer.