You can use filters to narrow the report results. For example, you might want to limit the report to items with a specific status or items assigned to a specific person. If you add multiple filters to the report, the first filter in the list will be applied to the report results, then the second filter, and so on.
- Click the Filters area to expand it.
- To add a filter to the report:
- Select the type of filter you want to use by selecting a column group. You can choose from the following groups:
Item Fields Information about files, folders, and issues.
Active Task Fields Information about active tasks.
Specific Task Fields Information about a specific task.
Form Fields Information about forms.
Attribute Fields Information about attributes.
Tag Fields Information about tags.
- Select a column to use as a filter. For example, if you want to filter the report based on the status of files, folders, and issues, select the Item Fields column group, then select the Status column.
- Select an operator (such as is or is not), then enter a value. For example, if you only want to include files, folders, and issues with a “Complete” status, select is and Complete.
- Click Add. The filter is added to the Filters area.
- To remove a filter, hover over it and click X.
- Filters will be applied in the order they’re listed in the report definition. To rearrange the filters, just drag a filter to a new position.
