Create a Fixed or Runtime Selectable Filter

Report filters limit the data that can be returned in any level of a report.

Report filters can be fixed or runtime selectable. These filters are similar in that both restrict the data that's returned in the report according to what the filter allows and are created in the same way. However, runtime filters can be changed when the report is run, whereas fixed filters cannot.

Runtime filters values can be changed by anyone viewing the report, either from the Search window or from docked filters, to return different data each time someone runs the report. Fixed filter values cannot be changed when the report is run, which allows you to restrict the data that report users can view.

Most reports used on workspaces automatically attempt to filter on the record shown in the workspace to display only information that's related to the record. For this reason, when creating reports for use on workspaces, we recommend including a filter based on the unique identifier for the primary type of record shown in the workspace. For example, a report used on an incident workspace could filter on the incident ID field (incidents.i_id).

  1. Open the report you want to edit.
  2. Click the Home tab.
  3. Click Add Filter.
  4. Enter field information.

    Add Filter Window

    Field Description

    Name

    Enter a name for the filter in this field. The name identifies the filter on the report designer but does not display when the report is run. Entering a value for this field is optional. If a name isn't entered, the name defaults to the name of the filter’s database field.

    Make This Filter Selectable at runtime

    Select this check box to make the field a runtime selectable filter. If this check box is cleared, the filter becomes a fixed filter.

    Label This Filter

    Enter a label for the filter in this text field. This label displays on the Search window when the report is run.

    Required

    Select this check box to require the report’s user to enter a value for the filter when running the report. If this option is selected, the Search window opens automatically when the report is opened and the filter’s value must be specified before results are returned.

    Expression

    Enter the expression you want to use for the filter in this field. You can right-click to select from a list of database tables, fields, and functions, or you can enter the expression. A menu displays when you start entering text that lists the database tables that begin with the letters you enter. You can either continue typing the expression or select a table and field from the list. For descriptions of the types of columns and functions you can use in the expression, see Add a Column to a Report.

    The maximum number of characters allowed in the expression field is 3,500. You can use replacement variables to create expressions that require more characters. See Add Report Variables.

    Only indexed database fields are available for use in filters.

    Use Data Dictionary

    Click this text to open a window containing the data dictionary tree where you can select fields, functions, and variables for the expression.

    Operator

    Select the operator to use with the expression. The available operators vary depending on the type of field used in the expression. See Overview of Filter Operators for descriptions of operators.

    Value

    Enter the value for the filter. If you’re creating a runtime filter, this value is the filter’s default value that can be changed when the report is run. If you’re creating a fixed filter, this is the filter value the report uses when it's run.

    The available options in the Value field change depending on the type of field and the operator you select. For example, a menu field’s values display in a drop-down list, whereas a date field’s values display date and time options. Text area fields aren't available for use in report filters.

    Customize

    Click this text when using In List or Not in List operators with menu fields to select menu options you want displayed to the report’s audience. See Change Menu Filter Options.

  5. Click OK.
  6. Click Save.