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Filtering and Reports


Filtering is a good way to extract certain bits of your data for a better overview. You might be used to applying Filters while scheduling Resources but you can add the same Filters to your Reports, too. That way you can report the data in the way that you are used to seeing it while planning. 

Must-know about this feature

You can save a Filter to the Report template as well as use it only when you need it. You find the filter criteria by using the search box or use the category tags that will list all data associated with the items. On top of the regular filtering options, Resource Reports can be filtered using various Resource availability parameters (Utilization %, Busy Time, Available Time).

Use Filtering in a Report 

  1. Once you have a Report open, click on the Filter icon
  2. You'll find it on the Report's View Panel.

  3. Start typing what you want to filter
  4. Relating data will be categorized into Task, Project, Resource, and Data Fields' titles.

      Select "Project title" header to search the criteria across all Projects or multiple Projects of your interest.
    You can also filter by any custom-defined Data Field value (f.e. Status, Manager, Location etc).On top of the regular Filters (Project, Location etc) you can use various Resource availability (Utilization %, Busy Time, Available Time) filtering options to search for under or over-allocated Resources or see who has planned or available hours within custom-defined range. This feature is available only with Resource Reports. 

    You can choose in which order the Resource availability Filters are applied (before or after the other Filters). 

  5. Click on "Save"
  6. The filters will be applied once you click on "Refresh report".

  7. If you want to save the filter to the template, open Report Settings and click "Save"
  8. This step is not mandatory and you can use Filters on the go.

Reports >

Filtering and Reports