Skip to content

Report Filter

The Report Filter components help XCore users focus on the data that matters most, saving time and improving report accuracy. It streamlines analysis and ensures reports are tailored to each user's specific needs.

With this component, users can:

  • Create filters for various data types, including providers, connectors, accounts, and symbols
  • Apply saved filters quickly to dashboards and scheduler tasks for refined, targeted report results
  • Generate reports containing only the information you need, saving time and effort
  • Import or export filters for backup or easy sharing across teams

Add to a Layout

How to add Filter component
how to add filter component

Predefined Global Filter

Predefined Global Filter (3 videos)
How to create a Predefined Global Filter
how to create a predefined global filter

How to use a Predefined Global Filter on the Dashboard
how to use a predefined global filter on the dashboard

How to use a Predefined Filter for individual Report Panels on the Dashboard
how to use a predefined filter for individual report panels on the dashboard

Cloning Filters

How to clone a Filter
how to clone a filter

Filter Item Organization

Filter Item Organization (2 videos)
How to create a Folder structure for Filters
how to create a folder structure for filters

How to automatically sort symbols by security in Filters
how to automatically sort symbols by security in filters

Exporting Filters

Exporting Filters (2 videos)
How to export a single Filter
how to export a single filter

How to export multiple Filters
how to export multiple filters