Transform

Create Report Filters for Report Delivery

Filters are used to restrict the data on a report so that only relevant information displays to the user. Multiple columns can be used to broaden the filter criteria.

Once Report Delivery filters are created in Transform, users can then be assigned. A user can only be assigned to one filter at a time.

The filter applies when the report is viewed in the DSP and does not apply when it is downloaded.

NOTE: Since columns not applicable to a given report are ignored, one filter can be configured to apply to many different reports.

To create a report filter in Transform:

  1. Select Configuration > User Filter > User Filter (By Filter) in the Navigation pane.
  2. If no records exist, the Filters page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Filters page

  3. Enter a unique name for the filter in the NAME field.
  4. Enter a description for the filter in the DESCRIPTION field.
  5. Click Save.
  6. Click Add on the Filter Column and Values page.

    View the field descriptions for the Filter Column and Values page

  7. Enter the COLUMN NAME to be filtered.

    NOTE: If an invalid column name is used, it is ignored.

  8. Select a value from the OPERATOR list box.
  9. Enter a value in the CONSTANT field.

    NOTE: If the value is not present in the column, the filter is ignored.

After creating a filter, assign a user to it. You can also copy the filter.