Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Report Audience Filter

Static filters apply every time the active report is viewed by any user. They do not require user input. Report Audience filters are a unique type of Static filter used to tailor reports by user. For example, you can create a Requisition report that by default shows only Requisitions relevant to the logged in user. You can also use Static filters for other purposes, such as to restrict access to report data. For example, for a Requisition report you may want to restrict display of Requisitions to only those that have been approved.

These steps begin on the Report Working Area when a Report Creator is creating or editing a report.

To add a Static Report Audience filter as a Report Creator:

  1. On the Report Working Area, click Tools >> Filters.
  2. Click Define Report Audience.
  3. Click Select audience role(s) and select one or more user type from the list. When the report viewer runs the report, the Reporting Tool compares these selections against the active user and shows only the data where the active user matches. For example, if your report lists candidates and hiring managers, you can select Hiring Manager here. Then when hiring manager X logs in and runs this report, only those candidates associated with them as a hiring manager are shown.
  4. Specify additional filter options, such as Title, Description, or Grouping, as needed. See The Filters Widget topic for details.