How to change the default filter within Xtraction?

Document ID : KB000011563
Last Modified Date : 14/02/2018
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Question:

The 'Default Filter' within Xtraction is set to "Open Date During Last month".  Is it possible to change the default filter?

Environment:
Xtraction v2017 and up
Answer:

Yes, the default filter CAN be changed, however there are some limitations to the functionality as to what the default can be changed to.

The Default Filter CAN be changed:

  • By changing which date field is filtered on by use the data model editor to change which date field has the Default Date checkbox selected
  • By unchecking the Default Date checkbox for the selected date field in the data model editor so that there is no Default Filter at all

 The Default Filter CANNOT be changed:

 

 

  • to a date interval different from the current “During Last Month”
  • to include non-date expressions, like “Active Equals Yes”