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Planview Customer Success Center

Filters and reports

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When you set up reports for your users, you can provide filters to narrow the data on which the report is run. Any filters that you create are available to users at runtime in the Set Report Filters dialog. While users can also create their own filters at runtime, you can provide a set of standard filters that are available to all users.

Note: There is an additional Filter tab when you create Hierarchical reports that allows you to sort on child elements. See Configuring a Hierarchical List Report for more information.

For more information about filters and how to create then, see About Filters and Creating Filters.

For information about filters in the context of running reports, see About Runtime Filters