Filtering is a way to customize your Reports, and extract only the most important bits of data from your planner. The same Filters you use in your Views, can also be used in Reports. See how!
- All Owners, Admins and Users with Change report settings Report permissions can apply Filters for public and shared Reports.
- Use Filtering for Project, Tasks, and Resource names, Data Field values, as well as Resource availability and load.
- There's 3 ways to apply Filters. You can do a direct search, use the label system, or via Resources’ load. These can be used on their own or in different combinations.
- Decide if the filtered data is included in the Report or excluded. Or mix and match.
- The selected Filters can be saved to the Report permanently to be used in future Reports.
Kinds of Filters
There’s 3 ways to add a Filter.
- The first option is through the search field. Type in the name of your Project, Resource, or Task. You can also search Data Field values. Select the Filter from the search results - either all values with the searched term or just the specific term. Also choose whether it is included or excluded from the View using the Is/Is not field.
- The second option is with Data Field labels. Choose the data set - either Task, Project, or Resources. After selecting the Data Field, you can choose from its values. Decide whether the data is included or excluded from the View using the Is/Is not field.
- The third option is Resource load. Select the parameter (Utilization %, Busy time, or Available time), choose the condition (smaller than, equal to, larger than, etc), then input a numerical value. Only the Resources with your chosen criteria will be displayed.
Adding a New Filter to Reports
- Open a Report from the Report List.
- At the top, click on the Filter icon. This will open the Filtering section.
- Start searching for the item you want filtered in the search field. Or click the button Add new filter, this will open the different Filtering options.
- Search for a specific value (Project, Resource, or Task names and Data Field values), choose a data field data set and its values, or filter resources by their workload.
- Choose whether it is included or excluded from the Report using the Is/Is not field. Or mix and match.
- Your selections will appear at the top. Multiple values can be selected.
- Click New filter to add more at any time.
Tip! You can return to the previous section by clicking the last sequence in the workflow.
- Hit Save to see your filtered data in the Report. The Filtering icon in the toolbar will display how many Filter values have been applied to this specific Report.
- Hit Refresh report to see everything up to date with the Filters in place.
Remove a Filter by clicking on the X beside it. If you want to remove multiple Filters at once, click on Clear all.
Filters can be added and saved to Reports- making it quick and easy to make the reports with only the data you want included. Filtering is also available for Custom and Single Project Views.