Configure a Filter for a Report

You can configure filters for each subject area in a report to limit the type of data included in the report. When configuring filters, you have the option of adding automatic filters to a report, or you can configure the report to prompt users to specify their own data filter values at report runtime.

To configure a filter for a report:

  1. In the object selector, select Workspace, ﱆ Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Edit.
  4. In the Report Editor panel, on the report canvas, select Configure Filters.
  5. In the Configure Filters dialog box, configure the following options:
    1. In the Match list, select an option to define the filter conditions:
      • All of the following: Data is filtered only if it matches all the defined rules.
      • Any of the following: Data is filtered if it matches any of the defined rules.
    2. Select Prompt at run to enable users to specify their own data filters when the report is run.
    3. Define filter rules:
      • Field: The data field to which the rule is applied.
      • Operator: The comparison method for the rule.
      • Value: The value against which the rule compares the data field.

        Note: You can specify rolling date filters when filtering reports by dates. Rolling date filters help you generate a dynamic report by selecting the current date, week, or month as the filtering criteria and specifying the look-ahead period. For example, you can create an activity report with a six weeks look-ahead based on the current date.

  6. Select Apply.
  7. Select Save.
  8. In the Report Editor panel, select Close.

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