Filter a data source

You can filter data sources to customize a report so that the report includes only the data you want. For example, you might filter a report to show data only for certain projects within the EPS structure. In this way, you could create one report that includes the same data categories and fields for various users, but tailor each printed report to individual users' projects.

  1. In the Report Editor window, click the data source, then click .
  2. Click the Source tab, then click Edit Filter.
  3. In the Parameter column, select the field you want to use to filter the data.
  4. In the Is column, select the search condition, or comparison operator.
  5. In the Value field, type or select the field value you want to use to filter the data.


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Last Published Wednesday, May 25, 2016