Filter a report
Use report filters to show only a subset of items, such as only items with a certain status, assigned to a specific person, or contained within certain sections of the report.
- 1.In the publishing window, click on the name of the section(s) you do not want to appear in the report.
- 2.When you click a section, it turns from blue (included in report) to white (excluded from report).
- 3.After you have clicked the sections you want to exclude, publish the report.
- 1.Click on a report item.
- 2.In the Assigned To row under the item description, add an assignee.
- 3.In the report, the assignee's name will appear next to the item. Click on the name. This filters the report to only items assigned to that person.
- 4.You will see the assignee filter tag at the top of the report.
- 5.Publish the report with the filter active and it will only show items from this assignee.
- 6.To remove the filter and get back to your full report view, click the X to the right of the assignee filter tag.
- 1.Click on a report item.
- 2.In the Status row under the item description, select a status.
- 3.In the report, the status will appear next to the item. Click on the status. This filters the report to only items with the same status.
- 4.You will see the status filter tag at the top of the report.
- 5.Publish the report with the filter active and it will only show items with this status.
- 6.To remove the filter and go back to your full report view, click the X to the right of the status filter tag.
Last modified 6mo ago