Filters Tab

Optionally add any filters to be applied to the report schedule. For information about adding filters, see Filters.

Figure 5-4 Report Schedule Filters Page

The Data Source Filters and Report Design/KPI Filters tables show any filters that have been applied to the data source or report design respectively.

If any have been specified as runtime filters, enter the value here, otherwise these tables show as read-only. The runtime filter option is not relevant for report schedule filters.

The filters are applied as any data source filters AND any report design filters AND any report schedule/KPI filters. For date filters, the time-zone of the user who scheduled the report is assumed.

Note:

A snapshot of any filters applied in the associated data source, KPI, or report design is held on the report schedule. If changes are made to the associated filters, a new version of the report schedule must be created.

When a new version of a report schedule is created, its filters are refreshed from the current filters in the associated glossary records (if any).

When at draft status, the Actions menus include a Refresh Report Filters option which will reset the filters that have been derived from the associated data source, KPI, or report design. A confirmation prompt is presented prior to the filters being reset. The values of any runtime filters will be cleared.