Adding Field Filters to a Report

Last Updated: 08/12/2016 Introduced in Verision: 2.0

Field Filters narrow the results of a report to specific ranges or values.

To set a filter in the Report Designer, expand the Data Filters category in the Toolbox Panel, drag the desired filter into the workspace, and configure it in the Properties Panel.


The goal of this example is to:

  1. Use a filter to display a list of the .png image files in a specific system folder.

To begin, navigate to the Designer Folder and click on the Create Report button.  In the resulting menu, select Create Report.


In the resulting New Report window, name the new report and click Ok to open it in the Report Designer.


Begin designing the report by defining the source of the report’s data.

In the Toolbox Panel, under the Data Sources > Common category, drag Document Data Source to the Sources list.


Next, expand the category Data Filters > [Field Filters] Document Type and drag Document Type Equals into the workspace.


Click on this filter and in the Properties Panel, under the section Settings, select the Value field and type “png”.


Next, select those columns that will be measured in the report.  In the Toolbox Panel, expand the Document Data Source category and drag Entity Name, Document Type, Doc Size, and Created By into the workspace.


This completes the report.  Save it and close the Report Designer.


Back in the Designer Folder, select the report Document Report and select Run Report from its Action menu.


The report will open in a new window, where the folder selected, Document Folder, contains only .png files.


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