Visual Reports: Filter report data from view without editing it | Targetprocess - Visual management software
1 week ago

Visual Reports: Filter report data from view without editing it

We have added the possibility to add quick temporary user filters from the report view page.

Even the user without editor permissions is able to see less and apply additional filters for the report to exclude data. Report editors are able to switch off filters defined in the edit mode before. These filter changes (applied from report view mode) are visible only for the user adds it and not affect other users.

The main purpose of adding quick temporary filters is enabling the possibility to explore data from different angles using view mode and without saving the experimental filters forever.

Please find below the guide on how to use it

  • Navigate to your report and click Filters button

open

  • Click Add Filter link to add a temporary filter or switch off permanent if you have report editor permissions

add

Added filters can be removed by pressing the cross icon appeared in the filter right side when the mouse cursor is over it.

ezgif-com-optimize-7Please let us know about any questions or comments.

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