Using Column Based Filtering

Last Updated: 04/02/2018 Introduced in Version: 2.0

Filtering is a useful way to limit unnecessary information that can appear on reports.  Even if filters are not configured in the Report Designer, information can still be filtered using Column Based Filtering during runtime.

Example

The goal of this example is to:

  1. View an existing report with no filters assigned.
  2. Use Column Filters to sort data contained in the report.

Lets begin. Navigate to a Designer Project folder and click the Edit link on an existing folder.

 

Currently, the report does not have any filters.

 

 

Close the Report Designer and return to the portal page.  Select the Run Report option from its Action menu.

 

In the Report Viewer all of the data entities are displayed.  These entities can be filtered using a Column Filter that is built into the report viewer.   

 

Hovering the cursor over the column title bar displays the option to sort ascending or descending, group, and Filter. By clicking on the filter icon, a filter pop-up box will be displayed. Typing criteria into the field and clicking Filter applies it only to the column. 

Note: a single filter criteria can be applied to one column at a time.

 

The report displays entities that match the criteria set by the filter.  Additionally, the column header displays the filter criteria currently being applied to that column. 

Note: multiple columns can be filtered at the same time using this method.

 

To remove the filter, click on the Filter icon then click the Clear button.

 

Notice the column header no longer displays the filter criteria.  Close the Report Viewer.

Additional Resources