Add Filters

Add Filters to Workbooks

Create cross-report filters that control multiple reports in Tepun AI Report Builder.

1. Open in Edit Mode — Edit the workbook
2. Click Add Filter — Open filter settings
3. Configure Filter:
   • Select field common across reports
   • Choose control type (dropdown, date, etc.)
   • Set default values
4. Link to Reports — Select which reports respond
5. Map Fields — Connect filter to each report's column
6. Apply — Filter appears at workbook top

How Cross-Report Filters Work

• One filter controls all linked reports simultaneously
• Changing the filter updates all charts and tables
• Users can explore data across the entire dashboard

Learn how to design your workbook.