Add a Site Filter

Site Filters are a way of excluding certain sites from being included in the report.

To add a site filter:

1. Navigate to the BrightWork Reporter Library and click Report Editor on the menu of the report you want to edit.

   

2. Click Add a new site filter on the Report Editor page.

3. Select the site filter type that you want to add.

   • Exclude BrightWork Projects marked as Archived/Exclude from Reports
   • Exclude BrightWork Projects marked as Completed from Reports
   • Add Project Filter
     This option allows you to use CAML to filter projects based on criteria in the Project Statement list.
     If you select this option, enter the query CAML that you want to run against the Project Statement.
   • Add Custom Site Filter
     You can also create your own Site Filter but the steps regarding this are beyond the scope of this help.

   Note:

   Only one instance each of the Project Filter, Archived and Completed filter types can exist per report. If these filter types already exist in the report, you will be unable to add them.

4. Enter a Display Name for the site filter.

   Note:

   Does not apply to Archived and Completed filter types when adding them; however, you can update this setting on the Edit Site Filter page.

5. Select Yes from the Enabled menu.

   Note:

   Does not apply to Archived and Completed filter types when adding them; however, you can update this setting on the Edit Site Filter page.

6. Click Create.

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