Adding Filters to a Report

Last Updated: 12/06/2018 Introduced in Version: 2.0

When creating a report, Field Filters can be a very valuable tool for making a report more manageable.  These filters allow users to customize the data retrieved and displayed in the report.

Example

The goal of this example is to:

  1. Edit an existing report to include inline filters.
  2. Display the results in the Report Viewer.

To begin, navigate to a Designer Folder and select the Edit link on an existing report.

Once the Report Designer opens, in the Report Editor Panel select Add.  From the list of available filters, select those that will be applied to this report.  For this example, Entity Name Contains and Modified Date Does Not Equal filters will be used.  This will limit the entities in the report to those that meet the requirements of both filters.

 

First, expand the Field Filters category, expand the Entity Name category, and select Entity Name Contains component.

To configure the filter attribute click on the filter, and in the Properties Panel, enter the value to be filtered.

 

Next, click Add and, under Field Filters > Modified Date, select the Modified Date Does Not Equal filter.

 

To configure the filter attribute click on the filter and, in the Properties Panel, use the date filter to select the date.

The report is now complete.  Save it and close the Report Designer. In the portal, click on the Run Report option in the report’s Action menu.

Only entities that meet the criteria set by the filters are displayed. 

Additional Resources