Setup Filter dialog

This dialog allows you to configure custom filters for viewing reports in the Scheduler or under the Reports tab. The filter criteria is organised in three separate tabs:

Dates
Resources
Status

The dialog is displayed when the New... button or the Edit... button of the Manage Filters dialog is clicked.

One or several criteria can be set for a single filter.

Option

Description

Name

Filter name.

Description

Filter description (optional).

Dates page

This page allows the user to filter reports by different date criteria. Show image

Option	Description
From	If checked, uses as a start point a number of days, weeks, months, or years in the past, as selected from the adjacent boxes.
To	If checked, uses as a finish point a number of days, weeks, months, or years in the past, as selected from the adjacent boxes.
Type	The basis of the filter, whether last saved, scheduled, or created/resolved.

Resources page

This page allows the user to filter reports by resource. Show image

Note: This page is not available to users who are not allowed to see other users' scheduled reports. The highest user level for users who are not allowed to see reports that are not assigned to them is defined for the application by Administrators using the ScheduleFilterByAllocatedReports property of the Application dialog. The rule applies to users at the specified level or below and any filters then set will be restricted to reports allocated to that user, unallocated or unscheduled reports.

Option	Description
Allocated report only	Enable this option to restrict the filter to allocated reports only.
Resource list	Tick the checkbox adjacent to a resource to include it in the filter.
Include non scheduled reports	Enable this option to include non-scheduled reports in the filter.

Status page

This page allows the user to filter reports by status. Show image

Each option has an All permitted value, which is the value selected by default.

Option	Description
Saved status	Dropdown list containing the available report statuses (Saved and Completed )
Report status	Dropdown list containing the available report statuses.
Closed status	Dropdown list containing the available closed statuses (Closed and Not Closed).
Task phase	Dropdown list containing the available task phase statuses.
Work order status	Dropdown list containing the work order statuses.

Commits the changes and closes the dialog.

Cancel

Aborts the filter configuration and closes the dialog.

Schedule view (Scheduler)

Reports