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Using Report Filters

Report filters are displayed in the Workspace and used to configure report parameters and run reports. Report filters are accessed in the Navigation Pane under each report. After running a report, you can save a Report Filter to be used again, and a filter can also be exported to a file. The filter of the most recently run report is saved in the Last Used filter in the Navigation Pane under each report name.

Filter View

In the Filter view you can configure required report parameters, add additional report parameters, import or export a report filter file, load a filter or save a filter to the IC Server, show the count for the number of records in the report, and run the report.

Creating a report filter

Create a report filter by configuring report parameters.

  1. From the Navigation Pane, double-click a report name. The report filter is displayed in the Filter View in the Workspace.

  2. Configure the required report parameters that are displayed in the Workspace.

  3. Add additional report parameters to the filter.
    To add a parameter, Click Add Parameter  . A new parameter is added to the filter.

    Note  To add multiple instances of the same parameter with the And property, see the Help topic Adding the AND property to a parameter.

Notes

  • For information on report parameters, see the Help for each report filter. In the Filter View, click in a parameter field, and press F1. When the Help topic is displayed, scroll down to the table for a description of Report Parameters.

  • If a report parameter requires a hyphenated name, such as Blakely-Eaton, the hyphen is interpreted as a range and the report fails. The hyphenated text requires double quotation marks (" ") to run the report. For example, enter "Blakely-Eaton".

 

Importing or Exporting a report filter

You can import and export a report filter file.

Import report filter

To import a report filter from a file:

  1. In the Navigation Pane, open the report filter for the file you are importing. For example, to import a Line Detail report filter, under Line Reports, double-click Line Detail. The default filter is displayed in the Workspace.

  2. Click Import . The Import dialog is displayed.

  3. Select the Name of the filter file to be imported. The name is displayed in the File name box.

  4. Click Open. The report filter is displayed in the Workspace.

Export report filter

To export a report filter to a file:

  1. Click Export . The Export dialog is displayed.

  2. Type a descriptive name for the filter file in the File name box.

  3. Click Save. The report is saved and the dialog box is closed.

Loading or Saving a report filter

You can save a report filter to the IC Server and load it from there.

Load report filter

To load a saved report filter from the IC Server:

  1. From the Reports toolbar, click Load Filter . The Load Filter dialog is displayed.

  2. Select a filter name, and click OK. The report filter is displayed in the Workspace.

Save report filter

To save a report filter to the IC Sever:

  1. From the Reports toolbar, click Save Filter . The Save Filter dialog is displayed.

  2. Type a descriptive name for the report filter in the lower box, and click OK. The filter name is displayed under the report name in the Navigation Pane. You can run the report from the Navigation Pane by double-clicking the saved filter.

Resetting filter parameters

You can reset a filter to its default view.

To reset filter parameters, from the Reports toolbar, click Reset .
The filter default parameters are displayed.

Related Topic

Running a Report