Filtering is an option in the context menu for a Reporting Object that has one or more filters defined. Filters enable you to quickly select predefined criteria to limit the data that is included in the report or chart you are running.
Filter selections stay in effect only for the Dashboard session. Once you log off Dashboard, all Filter selections are cleared.
If the Filter option is not available on the menu, this means filters have not been set up for this report.
The Filter Selection window opens.
Note: The Filter Selection window lists the filters defined in the Reporting Object. For example, the following image shows filters for year, geographic area, and quarter, with check boxes for the value options defined for each filter.
Your selections are saved, and the Filter Selection window closes.