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

All About Filters

Report Creators can add filters when creating or editing reports, and all users can add filters when running a report. These filters can be used to customize the results that display on the report.

Filters are used to customize the results that display on a report. For example, on the Courses Watch List report you can add a filter as a report creator that will prompt report viewers to enter a range of dates to filter report results to just courses created between that range. Depending on permissions, filters can be added by report creators on the Report Working Area when creating or editing a report, or by a report viewer after running a report. Here are the key functions and options associated with filters.

  • View Existing Filters on a Report: Create or open a report and select Tools >> Filters on the Report Working Area Tools menu. By default, the Filters widget opens on the right side of the screen.
  • Types of Filters: Filters can be Prompted or Static. Static filters display with a darker background and appear at the end of your list of filters in the Filters widget, unless the Static filter has been grouped with a Prompted 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.
  • Edit Filter Values: Click on an existing filter and modify operators (between, equals, contains, and more), values (text, multi-select lists, dates, and more), and options.
  • Create a Filter: Click the Add Filter button on the Filters widget to add a new filter and define operators and values. Both report creators and report viewers can create filters.
    • Report Creators: If a report creator adds the filter, it is available to all. A report viewer cannot delete a filter created by a report creator.
    • Report Viewers: If the report viewer creates the filter, it is available to just that user. Creating a filter as a report viewer is useful if a report creator did not create the filter you need. A report viewer can delete a filter they created.
  • Group Filters: 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.
  • Create a Column Filter: Right click a column and select Add a filter on this column. In the Filter widget, specify operators, values, and options that apply just to the selected column.