Using Inline FiltersLast Updated: 08/12/2016 Introduced in Verision: 2.0 |
When creating a report, using Inline Filters can be an invaluable tool for making the report a more manageable size. These filters allow users to customize the data retrieved and displayed in the report.
Example
The goal of this example is to:
- Edit an existing report to include inline filters.
- Display the results in the Report Viewer.
To begin, navigate to a Designer Folder and select the Edit link on an existing report.
Once the Report Designer opens, in the Toolbox Panel expand the Data Filters category. From the list of available filters, select those that will be applied to this report. For this example, Entity Name Contains and Modified Date Does Not Equal filters will be used. This will limit the entities in the report to those that meet the requirements of both filters.
First, expand the Field Filters category, expand the Entity Name category, and drag an Entity Name Contains component into the Filters list.
To configure the filter attribute, in the Properties Panel, enter the value to be filtered.
Next, expand the Modified Date category and drag a Modified Date Does Not Equal component into the Filters list.
To configure the filter attribute, in the Properties Panel, enter the value to be filtered.
The report is now complete. Save it and close the Report Designer.
In the portal, click on the Run Report option in the report’s Action menu.
Notice only those entities that meet the criteria set by the filters are displayed.
