Managing filter options in Report Viewer

Control the way that Report Viewer displays reports by managing filter conditions on the report definition rule form. For example, you can prohibit changes to filter conditions to ensure that report results remain the same for each user.

  1. In the navigation pane of Dev Studio, click Records, and then click Reports > Report definition.
  2. In the list of report definitions, click the report definition for which you want to edit the filter conditions.
  3. Manage the filter conditions by choosing from the following options:
    Choices Actions
    Manage a specific filter
    1. Click the Query tab.
    2. In the Edit filters section, next to the specific filter condition, click the Options icon.
    3. In the Edit filter options modal dialog box, in the Report Viewer options list, select an option for the filter condition.
      For example: Select Allow any changes to authorize users to edit or remove the filter condition.
    4. Click Submit.
    Manage all filters
    1. Click the Report Viewer tab
    2. In the User actions section, select the check boxes with the options that you want to apply to all filter conditions in the report.
      For example: Select the Display report filters check box to display all filters in the report when running that report in the Report Viewer.
  4. In the upper-right corner of the screen, click Save.