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.

Filter by section

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.

Filter by assignee

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.

Filter by status

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.