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:
-
On the Report Working Area, click
Tools >> Filters
or click the Filters icon
.
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.
-
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.
-
Click
Choose a column or field and select the field or object you want to filter on.
-
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.