Report Filtering Question


So I wanted to create 3 separate reports from the Clients Column. I want to create separate Compass, Halycon, and Physmetrics reports. How can I filter to only include Compass, and leave off Halcyon and Physmetrics? Is there a way to do this? When I create a Halcyon report, I'd only like Halcyon to show and Compass/Physmetrics to be removed.


  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭

    Hi Reggie, You can't remove it from the view of the data in the cell, but you can set it up so it only shows rows that contain Halcyon.

    Use the selector for Has Any (would have been found at the bottom of your screenshot's dropdown). And click the one for that report.

    Then you can hide the Client and Healthplan Columns from the view.

    Dos that get you the result you were going after?


    Ryan Sides

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