Add a Filter as a Report Viewer

Report Viewers can add a filter to customize report output based on report content, or based on their user type (role).

These steps begin on the Report Working Area when a user is viewing a report.

To add a filter as a Report Viewer:

  1. On the Report Working Area, click Tools >> Filters or click the Filters icon Filters.
    TIP: For a quicker way to filter on a column already added to your report, right-click on that column and select Filter on this column. Skip to step 4.
  2. Click Add Filter.
    Note: To add a filter that narrows displayed content to only that associated with you as a particular type of user (for example a student or a manager), click My Activity. Skip to step 4.
  3. Click Choose a column or field and select the field or object you want to filter on.
  4. Specify filter options, as needed. For the My Activity filter, select one or more of your roles at the company from the Select audience role(s) drop-down to customize content. See The Filters Widget topic for details.