Editing Reports

Live Filtering and Custom Report Filters

  

Add another layer of customization to your reports with filters.

Filters an optional feature to help you sort your data. This article will explain how to apply and use filters on your reports. You’ll also learn how to create your own filters.

NOTE: To clearly explain filters, let’s navigate to the same report on your Report Center: the pre-built time-tracking report. Follow the steps below to get to this report and to learn all about filters. 

Apply and Use Filters to Your Report

  1. Click Reports...Report Center from your navigation bar.
  2. Click View Report under the Time Tracking tile. 
  3. Click the filter icon—the triangle in the box located on your utility bar, which is near the top-right of your window—to add filters to each of your columns.
  4. Click on a filter in a specific column to filter it.

    For example, say you want to filter the Week Ending column. 


    When you click on the filter icon, a calendar populates where you can add parameters by selecting date ranges. Then, click Apply to apply your changes, and the report will populate with new results based on the parameters. 



    To remove the column filter parameters and restore your column data, click on the filter icon on the column and click Clear. The red-colored filter indicated the column with an active filter.



    Remove filters from your columns entirely by re-clicking on the filter icon on your utility bar.

 Create Custom Filters

Custom filters are ideal when you want a report to include or exclude certain criteria. Follow the steps below.

  1. Click Customize, which is near the top-right of your window, and then, click Customize from the picklist that populates (see image below).

    These actions will take you to your Report Wizard.
  2. Click Options, which is near the top-right of your window, and then select Customize Filtering from the picklist (see image below).
  3. Add custom filters: set criteria based on a relationship between one value to another by choosing a comparison value. 

    Here’s an example:

    Given the selections above, the report will pull all time entries that have been logged to the ‘Administrative’ category.
  4. Click Update Report to save your work.

    NOTE: When using a comparison such as "equals" the value must be the exact name. If they want to be a little bit more general, use "contains" instead.

Where to Go from Here: 

Restricting Report Access and Content

Setting up Report Security

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