Intellicus Enterprise Reporting and Business Insights 19.0

Setting Filters

0 views June 28, 2020 0

You can set filters on the published reports.

Open any published report and click on Filters. The Setting Filters screen appears.

Setting Filters


Figure 30: Filters that can be set on All Published reports page

By Published name

When a report is published, it is saved on report server. User can specify a name at the time of publishing a report. For example, a report “Customer Order” can be published by name “Customer Order December 2009”.

In Published Name Includes, specify one or more characters from the published name. For example “dec”. Click Apply button.

Approval Process Status

You can select the report’s Approval Process Status as All/None/Approved/Pending/Rejected.

By Report Name

You can filter the list by report name. In Select Report, open the object selector by clicking object selector icon and navigate to the folder where desired report is deployed. Double-click the report to select it and close the object selector. Click Apply button.

Orphan

Select (Orphan) to list published reports whose layout (report) does not exist (deleted).

By Updated dates

You can filter the list by report’s publish dates. To filter the lists by date range, specify “from date” in the box after Updated Between and specify “to date” in the box after ‘and’.

To list reports that were published a date onwards, specify a date in the box before ‘and’ and keep the box after ‘and’ blank. To list reports that were published up to a date, keep the box before ‘and’ blank and specify a date in the box after ‘and’. Click Apply button.

In Select Owner, specify Organization and User name that published the report.

By default, a super administrator can list all self-published reports and public-reports published by others.

In Private Owned By, select None to not view any of the published private-reports, select Selected User to view selected user’s published private-reports, select Selected Org to view published private-reports of users belonging to the selected organization (in Select Owner) and ALL to view published private-reports owned by all the users.

In Public Owned By, select None to not view any published public-reports, select Selected User to view selected user’s published public-reports, select Selected Org to view published public-reports of users belonging to the selected organization (in Select Owner) and ALL to view published public-reports owned by all the users.