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Field Rules

What are field rules for?

The main use of field rules right now is to define default dates for your fields. When you're building reports using multiple dates, for example:

  • Comparing sales to a goal
  • Plotting quantity sold vs. quantity purchased
  • Comparing tickets created to tickets resolved

You can use field rules to help simplify configuration of reports using multiple dates. If you're reporting on inventory management or e-commerce data, you'll usually have a Revenue and COGS Details folder with multiple date fields such as Order Date, Invoice Date, and Ship Date. You can use field rules to make the data source default to one of those date fields so that when you're setting up the report, it automatically chooses that date field.

How do I customize field rules?

Navigate to the data source you want to define the rule against on the Home page. Click on Configuration, then click on Field Rules.

How do I define a field rule?

Click on Add Rule on the Field Rules window. Clicking on this button will pop up a window which enables you to define a rule of the form:

if (field matches this criteria) (perform this action on the field) (details of the action)

Available criteria are:

  • All Fields
  • Field is part of data source X
  • Any field in report is part of data source X
  • Field is tagged as X
  • Field is named X
  • Field is of type X (grouping, date, measure)
  • Field is from a data source with a name containing X

Available actions are:

  • Default date (set a default date for use in date comparison reports)
  • Configure (customize report specific behavior)
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