Creating a filter for report output

You can create a report filter to control what information is displayed in the report output.

Before you begin

Before creating a filter, review the following requirements and restrictions:

Procedure

  1. In the reports list, select a report and select the Edit icon for the report.
  2. (Required for the BOM report type only) At Projects, select one of the following options:
    • Select All Projects to display the standard BOM report fields only. (All Projects is the default setting.)

      The report output contains BOM information for all the projects in the database.

    • Select one project to display its project-specific BOM fields in addition to the standard BOM report fields.

      The report output contains BOM information for a single project only.

  3. Select the Filters tab.
  4. (Optional for the BOM report type only) Click Show Build Filter and select from the following options to specify what build information to include in the report:
    • To include data for all current and future builds, make no selections.
    • To include data for all current builds only, click All current builds only.
    • To include data for all current and future builds for selected builds only, select the build tags in the list.
  5. (Required for all other report types) Click Add Filter to select a report field from the report type selected on the Report Details tab to use as a filter.

    To create the filter expression:

    1. At Filter Field, select the report field to use to filter report data.
    2. At Filter Operator, select the relational operator.
    3. At Filter Value, enter the report field value.
  6. Click Save Report to save your report filter selections.

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