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:

  1. In the object selector, select a workspace, project, portfolio, or program.
  2. In the sidebar, hover over Reports, and select Print Layouts.
  3. On the Print Layouts page, in the table, select a print layout, select the Context menu, and then select Edit.
  4. In the Print Layout panel, on the report canvas, select Configure Filters.
  5. In the Configure Filters dialog box, configure the following options:
    1. 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.
    2. Select Prompt at run to enable users to specify their own data filters when the print layout is run.
    3. 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.
  6. Select Apply.
  7. Select Save.
  8. In the Print Layout panel, select Close.

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