Create a User Name Filter


After completing this topic, you will be able to create a user name filter.


Steps:

  1. Add a user names filter.

     

    Click the Filters list.

    Step 1

  2. Click the User names list item.

    Step 2
  3. Change the persistence to save the default values.

     

    Click the Persistence list.

    Step 3
  4. Click the Save list item.

    Step 4
  5. Include the filter in the report.

     

    Click the Include in report option.

    Step 5
  6. You can set default values by typing user names or by searching for users. Type the user's name.

     

    Click in the Find Users text box.

    Step 6
  7. Enter the desired information into the Find users text box. Enter "APatel".

    Step 7

  8. Search for other users.

     

    Click the Find users link.

    Step 8
  9. Find user names containing the letters "wo".

     

    Click the Search for names that list.

    Step 9
  10. Click the contain list item.

    Step 10
  11. Click in the these characters field.

    Step 11

  12. Enter the desired information into the these characters field. Enter "wo".

    Step 12
  13. Click the Search button.

    Step 13
  14. Add SWong to the list.

     

    Click the SWong option.

    Step 14

  15. Click the Add to list -> button.

    Step 15
  16. Click the OK button.

    Step 16
  17. Preview the report with the applied filters.

     

    Click the View this report link.

    Step 17
  18. Notice the user names at the top of the report. The report data is calculated for the default users. Return to the Custom Report page.

     

    Click the Go to report design link.

    Step 18
  19. We have changed the Persistence to Ask.

     

    We will preview the report with the Persistence change.

    Step 19

  20. You can change the default user names by editing the names in the User names field or by using Find users to search for names.

     

    Click at the end of SWong in the User names field.

    Step 20
  21. Press [Enter].

    Step 21
  22. Add another user name.

     

    Enter "WCarter" in the User names field.

    Step 22
  23. Run the report.

     

    Click the Run button.

    Step 23

  24. The default user names and the additional name appear at the top of the report.

    Step 24

  25. The report includes data for all of the selected users.

    Step 25

After completing this topic, you are able to create a user name filter.