Create an Outline Filter


After completing this topic, you will be able to create an outline filter.


Steps:

  1. Filter the report by outline items.

     

    Click the Filters list.

    Step 1

  2. Click the Outline item 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 criteria in the report.

     

    Click the Include in report option.

    Step 5
  6. Click the Find link.

    Step 6
  7. Under the Basic Word Skills title, click the plus symbol next to the Using Basic Document Skills section.

    Step 7
  8. You can limit the report data to a single outline item such as a topic, or you can select a parent item and include all of the child outline items. Select the parent outline item.

     

    Click Using Basic Document Skills.

    Step 8
  9. Depending on your screen resolution you may need to scroll to the bottom of the page to access the OK button. To save time we have scrolled to the bottom of the page for you.

     

    Click the OK button at the bottom of the page.

    Step 9

  10. The Using Basic Document Skills section in the Basic Word Skills title is listed as the default value.

    Step 10
  11. Preview the report.

     

    Click the View this report link.

    Step 11

  12. The report includes the data for the Using Basic Document Skills section only. The filter is listed at the top of the report.

     

    Return to the Custom Report page.

     

    Click the Go to report design link.

    Step 12
  13. Change the report so that you can select an outline item when you run the report.

     

    Click the Persistence list.

    Step 13

  14. Click the Ask list item.

    Step 14
  15. Clear the default value.

     

    Click the Clear link.

    Step 15
  16. Save the report.

     

    Note: Depending on your resolution you may need to scroll to the bottom of the page to access the Save button.

     

    Click the Save button.

    Step 16
  17. Preview the report with the new filter settings.

     

    Click the View this report link.

    Step 17
  18. There are no default outline items listed. You can select the item to include in the report.

     

    Click the Find link.

    Step 18
  19. We have selected the Opening an Existing Document topic.

     

    Click the OK button.

    Step 19

  20. Run the report.

     

    Click the Run button.

    Step 20

  21. The report data is limited to the single topic.

    Step 21

After completing this topic, you are able to create an outline filter.