Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Use Report Filters Added to a Report

Use report filters to specify the data that displays on your report.

This task assumes you have built a report that includes filters/conditions.

To use condition/filter options:

  1. On the Reports Management Screen, click the Actions Actions menu menu for a report and click Run.
  2. When viewing the report, click the Filters button to open the Filters dialog and view the available options.
  3. Select the criteria you want to use to filter the report.

    Keep in mind that selecting none of the options is the same as selecting all filter options.

    Depending on the type of option, there will be different “operators” shown:

    • is/is not: Selecting is not will return all values except the selected value

    • Equal to: Checks if the value is equal or not

    • Greater than

    • Greater than or Equal to

    • Less than

    • Less than or Equal to

    • in/not in: Matches a value in a list (or not)

  4. Click Run Report to execute the report. The pop-up closes by default to allow full view of the report. You can keep the pop-up pinned to the report by clicking the Anchor icon Anchor Filter Pop-Up to Report before running the report. You can also choose to click Save Filter to save the conditions you selected for future use.
  5. If you choose to save your filter, you will be asked to enter a value in the Condition Name field and to type a brief description in the Condition Description field.

    Select the Public? check box if you want to render your filter criteria visible to other users who view the report.

    The saved filter is displayed under the Saved Filters section at the top of the Filters dialog.

  6. If you mark a filter as the Default, it will be used for distribution lists on any scheduled runs of the report.

    When you create or edit the distribution list for a scheduled report, the report’s default condition is pre-selected when the dialog is displayed.