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Filtering Reports with Customer Schema

Customer Schema Filtering allows you to filter report data using customer schema types and their associated values. After selecting a schema type, you can choose one or more related values to refine the displayed data.

What You Will Find Here

  • Add a Customer Schema filter
  • Select schema types
  • Filter by schema values
  • Use multiple schema filters

How to Access

Navigation Path

Reporting → Dashboard → Filter

What You Can Do Here

Add a Customer Schema Filter

You can add Customer Schema as a dashboard filter to refine report data based on customer schema information.

  1. Open the Filter panel.
  2. Select Customer Schema from the Add New Filter dropdown.
  3. Add the filter to the dashboard.
Result

The Customer Schema filter becomes available for configuration.

Select Schema Types and Values

After adding the filter, select one or more customer schema types to display their available values.

  1. Select a schema type from the Customer Schema dropdown.
  2. Choose one or more values from the Value field that appears next to the selected schema type.
  3. Repeat the process to add additional schema types if needed.
Result

The report is filtered using the selected customer schema values.

Notes
  • Selecting a schema type does not filter the report by itself.
  • The selected schema type determines which values are available in the Value field.
  • Each schema type displays only its associated values.

Filter Using Multiple Schema Types

You can apply multiple customer schema types within the same filter.

Each selected schema type displays its own corresponding Value field, allowing you to select values independently.

Result

The report is filtered using all selected customer schema types and their associated values.

Limits / Notes

  • The Value field appears only after a customer schema type is selected.
  • Each Value field displays values associated with its selected schema type.
  • Multiple customer schema types can be selected simultaneously.

FAQs

Does selecting a customer schema type filter the report?

No. Selecting a schema type only determines which values are available. The report is filtered after you select one or more values.

Can I select multiple customer schema types?

Yes. You can select multiple schema types, and each one will display its own Value field.

Why do different schema types show different values?

Each schema type displays only the values associated with that schema.