Opening the Filter Manager

In order to open the filter manager, perform the following steps:

1. Click Reports > Dashboards. The list of available dashboards are displayed.

2. Click  a dashboard with filters and click the Edit Dashboards button. 

3. Click  to open the Filter Manager. 

Figure: Filter Manager Screen

Adding a Filter Using the Filter Manager

 In order to add a filter using the filter manager, perform the following steps:

1. Open a dashboard with filters, and open the filter managers as described above.

2. In the filter row you want to add the new filter, click +. A row containing new affected dashlet and filter/parameter drop-down menu appears.

3. Using these new line items, select the dashlet and parameter combinations you want to apply to the dashboard.

4. Click OK to apply and save, or click Cancel to discard your changes.  

Deleting a Filter Using the Filter Manager

In order to delete a filter using the filter manager, perform the following steps:

1. Open the filter manager.

2. In the filter row you want to delete, click X. The filter row disappears from the filter manager.  

Creating a New Filter Using the Filter Manager

In order to create a new filter using the filter manager, perform the following steps:

1. Open the filter manager.

2. Click Create New Filter. A new row is added to the filter.

3. In the Filter column, enter a name for the new filter. Click outside the text box to apply the name.

4. Click + and select the dashlet and parameter combination you want to apply to the new filter. 

5. Click OK to apply and save, or Cancel to discard the new filter. 

Deleting a Newly-Created Filter

In order to delete a newly-created filter, perform the following steps:

1. In the filter manager, click X in the filter row you want to delete. The Dashlet Affected and Filter/Parameter affected drop-down menus disappear.

2. Click X again in the row you want to delete. The Filter row disappears. 

3. Click OK to apply and save, or Cancel to discard the new filter. 

Running a Report with Input Controls or Filters

The data is filtered in the report output when running a report with an input control. The perfect input control limits the data to what you want to see and nothing more. Running a report based on a Domain Topic that defines a filter, the server can render the filter as an input control. 

If your system administrator has enabled the data snapshot feature, it is important to note that the default input controls - that is, the input controls as defined when the original report - or Ad Hoc View-based report is run - will overwrite any changes made to them the next time you run a report. For example, suppose you run a report, update the input controls, then save the report. At a later date, you run a report from the Report Ad Hoc View source again. That new report will replace the report you ran earlier, and your input control changes will be lost.

To avoid this, save your updated reports with a different name than the default. That way, when subsequent reports are run from the same source, they will not overwrite your report (unless they are given an identical name when saved). 

Simple Input Controls

Using input controls, you can run a report with one set of date and then another. When saved, an instance of the report with alternate input controls is called a Report Vision, and is labeled as such in the repository. 

Cascading Input Controls

Cascading input controls in a report reduce a large number of choices to a manageable number. A single value chosen for a cascading input control determines which other values appear as choices for input. For example, the choice of a country determines which states or regions are listed as choices.