Filters Widget

Use filters to customize the results that display on the report. Report Creators can add and manage 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.

Access and Toolbar

You access the Filters widget on the Tools Report Action menu (Tools >> Fields & Data Objects).

Field	Description
Widget Toolbar	At the top of every widget are three action icons: :Expands a panel with information about how to use the widget to build your report. : Updates and reloads the content. : Closes the widget.

Buttons

Field	Description
Add Filter	Click to add a new filter at the top of the list and define details like the filter name and type of operator and possible values. See Filter Options for details. Report Creators can create Static filters that apply without input to all users of the active report. Creators can also create Prompted filters that also apply to all users for the active report, but that require input when the report is run. Viewers interact with Prompted filters by entering values to customize the report. For example, if a Course List report prompts for a student name, a manager can select a student and see only that student's enrolled courses. When a viewer adds a filter it is only for that user..
Define Report Audience	This displays for Report Creators only. Click to add a filter that allows you to tailor report results to the user viewing the report. For example you can add a filter to a class list report that return only rows where the viewer is the instructor. This filter is useful to add security to report data, allowing Report Creators to limit data shown to only what the logged in user has access to see. For example, create a candidate list where each recruiter sees only their candidates.
My Activity	When a creator has added a Report Audience filter to a report, a viewer has access to a My Activity filter. Click My Activity and select one or more of your roles to tailor the report based on these selections.
Filter content	Enter text to narrow results and quickly find content available in the active widget.
Filters	Report Creators see all Static and Prompted filters they added to the report beneath the Filter content field. Report viewers see Prompted filters they added, as well as the prompts added by the report creator.

Filter Options

After you add a filter you must define operators, values and other options.

• Filter Name: By default this is the name of the column or field on which you are filtering, and it is the name viewers will see in their list of filters. This can be modified by a report creator by entering a custom label in the Title field. If you right click on a column to add a filter the name of the selected column is populated by default. If you click the Add Filter button to add a filter you must click Choose a column or field and search or browse to select your field.
• Type Values: Select the type of filter from a drop-down list. Your selection here automatically selects the most likely operator/value type pair:
  • Choose from values found in report
  • Select dates from the calendar
  • Enter text
  • Select from report columns and report objects
  • Select from user session values
  • Use the Expression Editor
• Operator: Select from a list of comparison operators:
  • Equal to/ Not Equal to (= / <>):
  • Less than/Greater than or Equal to (< / >=)
  • Greater than/Less than or Equal to (> / <=)
  • Between/Not Between: Checks if the date is between or not between the date range you specify.
  • One of/Note One of: Will return results that match/don't match the items in the list.
  • Contains/Does Not Contain: Will return results that match/don't match the items in the list.
  • Like/Not Like: Will return results that exactly match/do not match what is entered
  • Empty/Not Empty
  • Null/Not Null
• Values: Select the value or values to get your desired results. Options are based on the chosen type and operator.
• Delete: Remove the filter. You can only delete filters you created.
• Prompted/Static: This is available to Report Creators only. Select the type of filter:
  • Prompted: Prompted filters display when a report is run, to allow users to select criteria to customize output of a report. These filters are applied to the report only when a user enters a value in the prompt.
  • Static: Static filters are always included when a report runs. They do not require user input. These are useful for a report creator who wants 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. These are also useful to tailor reports by user. For example, you can create a Requisition report with a Static filter that by default shows only Requisitions relevant to the logged in user.
• Title: This is available to Report Creators only. Report Creators can modify the filter name that displays to viewers by entering a custom label in the Title field.
• Description: Type a short description of the purpose of this filter.

• Group with another filter: Click Group with another filter and select filter(s) to combine, to further tailor results. For example, you can group three filters into one that displays all Requisitions associated with a specified Location and a specified Organization and where you are an Approver. For added security, report viewers can only group filters they have created. They cannot group their own filters with filters created by the report creator.

  Grouped filters are combined by an AND or OR operators. Click the operator to change it, select the one you want and click the checkmark to save. Drag and drop filters to change the order.