Add Filters
Use filters to customize the results that display on the report. Report Creators can add static filters, or prompted filters that require input when run. Report viewers can change values in existing filters and add their own filters when running a report. .
Report Creators add filters on the Report Actions Toolbar (Tools >> Filters, or by right-clicking on a column and selecting Add a filter to this column to open the Filters widget with this column selected to add filtering options.
Report Viewers can filter reports by selecting different values when prompted by filters added by the creator, or by adding their own filters. Click the Filter icon
from the Report Actions Toolbar or right-click on a column and click
Filter on this column to open the Filters widget with this column selected for filtering.
- Related Topics:
- Add a Prompted Filter as a Report Creator
Report Creators add Prompted filters that prompt the report viewer for input when the report runs, allowing the viewer to customize output to meet their needs. - Add a Report Audience Filter
Static filters apply every time the active report is viewed by any user. They do not require user input. Report Audience filters are a unique type of Static filter used to tailor reports by user. For example, you can create a Requisition report that by default shows only Requisitions relevant to the logged in user. You can also use Static filters for other purposes, such as to restrict access to report data. For example, for a Requisition report you may want to restrict display of Requisitions to only those that have been approved. - Add a Filter as a Report Viewer
Report Viewers can add a filter to customize report output based on report content, or based on their user type (role).