About the Report Filter Editor

The Reporter Tools filter editor (available for both personal and shared reports) enables you to create cross-list and cross-site report filters as easily as creating a filter in a list view.

The BrightWork Report filter works very similarly to a SharePoint list view filter, with certain advantages.

Filter across multiple lists, libraries and sites
Extra Filter Options:
- Enhanced wildcard-type filtering over and above the default SharePoint 'contains' (e.g. you can also filter by: does not contain; begins with; does not begin with; ends with;and does not end with)
- Find items with empty Date; User; Lookup; and Text columns using the 'is empty' comparison type
Column type validation that ensures that only the relevant comparison types are available for that particular column type
Visual 'Comparison Value' validation indicator

If the expression is incomplete or invalid, a warning icon will appear.

If the expression is valid a correct mark will appear.

Personal filters can be toggled on and off with the Enable your personal filters option.

Create a Filter

To create a filter, click the appropriate filter button and select your filtering options. See below for some important information.

Special Comparison Values

Filtering on Metric Status Indicators

To facilitate filtering on Metric Status Indicators (e.g. show only projects with an 'In Danger' Health status), a number of columns have been added to the All Project Summaries report.

Health Ind. Status
Issues Ind. Status
Process Ind. Status
Quality Ind. Status
Risk Ind. Status
Scope Ind. Status
Team Sat. Ind. Status
Time Ind. Status

Filtering on Date and Time

The filter editor only allows filtering on Dates. Date and Time filtering is not supported. To filter on Date and Time columns like Created or Modified, you must use the following combination:

Also, date comparison values must use the SharePoint defaults of between the years 1900 and 8900.

To display:	Filter by the:	For example:
Recently changed items	Modified column	To view only items that have changed in the past week, apply the filter Modified is greater than [Today]-7
New items	Created column	To create a report of only those items that were added in the past week, apply the filter Created is greater than [Today]-7
My items	Created By column	To create a report of only those items that you added, apply the filter Created By is equal to [Me]
Items due today	Due Date column	To create a report of only those items with a due date of today, apply the filter Due Date is equal to [Today]
Archive files in a document library	Date Modified	To create a report of documents not changed since the year 2010, apply the filter Date Modified is less than 2010-12-31

About the Report Filter Editor

Create a Filter

Special Comparison Values

Filtering on Metric Status Indicators

Filtering on Date and Time

Filtering on Numbers

Filter Examples