Pinning a filter in a report allows anyone with view access to the report to modify the filter without changing the underlying report. When a user modifies a pinned filter, the report re-runs for that user using the new criteria. There are a few important considerations for pinned filters:

• Only part-level filters can be pinned. Column and row filters are static.

• Only direct filters at the base level can be pinned. Subquery filters and any direct filters inside subqueries are static.

• If filters are pinned on multiple different parts, the pinned filters all appear at the top of the report.

💡 Tip

While their use cases may not align, Parameters in Reports can be used in column and row filters and at any level of a subquery. Consider both approaches when determining how to make your reports interactive.

To configure pinned filters:

1. Click Queries / Reports in the top navigation bar.

2. Click Reports in the right navigation pane. 

3. Open an existing report or click New Report.

4. Drill down to a specific report part:

   1. If you choose to open an existing report, click Edit Report, double-click on a specific part, and then click Edit.

   2. If you choose to build a new report, follow the instructions in the Creating, Editing, and Rendering Reports article and return to this article after adding a new report part.

5. If no filters exist on the part, add at least one direct filter and Save.

6. Double-click on any direct filter to open its properties. A new Status option of "Active/Pinned" will be available to choose.

7. Save the filter.

8. Save the part. The pinned filter now displays the word “PINNED”.

9. To use the pinned filter, click the report’s name in the breadcrumb at the top of the page.

10. Click on the filter, modify it, and then Save. The report will re-run with the updated filter, without modifying the underlying report.

⭐️ Best Practice

Pin filters that are frequently used. Not all filters should be pinned.