Configure a Filter for a Print Layout
You can configure filters for each subject area in a print layout to limit the type of data included in the print layout. When configuring filters, you have the option of adding automatic filters to a print layout, or you can configure the print layout to prompt users to specify their own data filter values at runtime.
To configure a filter for a print layout:
- In the object selector, select Workspace, ﱆ Project, Portfolio, or Program, and then select an object name from the list.
- From the Main Menu, select Reports, and then select Print Layouts.
- On the Print Layouts page, in the table, select a print layout, select the Context menu, and then select Edit.
- In the Print Layout panel, on the report canvas, select Configure Filters.
- In the Configure Filters dialog box, configure the following options:
- In the Match list, select an option to define the filter conditions:
- All of the following: Data is filtered only if it matches all the defined rules.
- Any of the following: Data is filtered if it matches any of the defined rules.
- Select Prompt at run to enable users to specify their own data filters when the print layout is run.
- Define filter rules:
- Field: The data field to which the rule is applied.
- Operator: The comparison method for the rule.
- Value: The value against which the rule compares the data field.
- In the Match list, select an option to define the filter conditions:
- Select Apply.
- Select Save.
Tips
- Use the Context menu to add new rows or reposition existing rows.
- The number of fields being used in a filter is displayed next to the Configure Filters icon.
Last Published Wednesday, October 16, 2024