Editing report filters

On any report or page that contains filters, you can edit the filters to change the scope of the information.

To update the filters associated with a report or page:

  1. Navigate to the report or page that you want to update.

  2. Depending on the filter options available, do one of the following:

    1. To edit an existing filter:

      1. Click the filter to open it.

      2. Edit the filter fields.

        Note that if you prefer to use your keyboard over your mouse, you can use the following keys to work with the filter fields:

        • Arrow keys move the focus to the next item in a list
        • The Enter key selects an item
        • The Esc key closes the field without making a selection
      3. Click Apply.

    2. To refine the report results by adding a new filter:

      1. Click and add a filter by selecting options and entering values in the filter fields.
      2. Click Apply.

      Only those results that satisfy all filters are included in the report.

    3. To expand the report results by adding a new filter:

      1. Click an existing filter to open it and then click OR under the existing filters.
      2. Select options and enter values in the filter fields.
      3. Click Apply.

      Results that satisfy at least one filter are included in the report.

    4. To remove a filter, do one of the following:

      • Click the filter and click Remove this filter.
      • If the filter dialog contains multiple filters separated by the OR operator, and you want remove a single filter only, click the filter's icon.
      • If the value field contains multiple values, click the icon for each value you want to remove.

    5. Review the report to ensure that the filters are producing the expected results.

    • Filters are case insensitive. If you add a filter based on a particular text string (such as "Microsoft Windows"), the results include all instances of the string, regardless of case (such as "microsoft windows", "MICROSOFT WINDOWS", and "Microsoft Windows").
    • To add multiple strings in the value field, type the string, press Enter, then type the next string and press Enter. To add multiple values from a drop-down list, select all the applicable options.
    • If the filter area contains more filters than it can show on one line a icon shows. The icon's numeral indicates the number of hidden filters. Click the icon to expand the filter area. Click it again to close it. If there are more than 3 filters separated by the OR operator, the additional filters are grouped in Others. Click Others to view the hidden filters.
    1. Click to open the Edit Filter dialog.
    2. To add a filter, select options and enter values in the filter fields. The results show near the bottom of the dialog.

    3. To add another filter, do one of the following:

      • To refine the results, under AND click Add Filter and enter the filter details. Only those results that satisfy all filters are included.
      • To expand the results, next to OR click Add Filter and enter the filter details. Results that satisfy at least one of the filters are included.

      The filter results are updated.

    4. To remove filters, do the following:

      • To remove an individual filter click next to the filter.
      • Filters connected by the OR operator are grouped in one section. To remove all filters in a section click Remove.
    5. When you are satisfied with the defined filters, click Done to close the Edit Filter dialog.

    In the work area, the new filter information shows under Filter and the updated report information shows in the results grid.

You can save the new filters to the same report or create a new report.

To save your changes: