Using column based filtering

Filtering is a useful way to limit the information contained on a report.  If filters are not configured in the Report Designer, information can still be filtered using Column Based Filtering during runtime.

Example

The goal of this example is to:

1. View an existing report with no filters assigned.
2. Use Column Filters to sort data contained in the report.

To begin, navigate to a Designer Project folder and click the Edit link on an existing folder.

In the Report Designer, notice there are no filters applied to this report.

Close the Report Designer and return to the portal page.  Select the Run Report option from its Action menu.

In the Report Viewer, the report opens and all data entities are displayed.  These entities can be filtered using the Column Filter built into the report viewer.  Hovering the cursor over the column title bar displays the option to sort ascending or descending, group, and Filter. 

By clicking on the filter icon, a filter pop-up box will be displayed.  Typing criteria into the field and clicking Filter applies it only to the column. 

Note: only a single filter criteria can be applied to a column at a time.

Notice the report only displays entities where the column information matches the criteria set by the filter.  Additionally, the column header displays the criteria currently being applied to the column. 

Note: multiple columns can be filtered at the same time using this method.

To remove the filter, click on the Filter icon then click the Clear button.

Notice the column header no longer displays the filter criteria.  Close the Report Viewer.

Additional Resources

• Creating Your First Report
• Creating a Designer Folder
• Using the Report Viewer