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Excerpt
hiddentrue

filters information from your report before the Excel spreadsheet is created

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Info

On this tab you specify information that you want to include in this report. For example, filter on the resource name Tom if you only want to see information about him in the results. Why would you use the filter feature instead of Excel's built-in filtering? There are two main reasons.

  • If you run a report frequently you can avoid the tedious process of setting up your Excel filters each time
  • You can also set up "negative" reports that only return data if a condition is met. For example, show me all projects with a margin less than 25%.
  • If the report is distributed you can limit access to information. For instance, a project profitability report emailed out can limit manager XX from seeing the profitability of her coworker's projects.

Projector allows filtering on all row and data fields. For a limited number of fields, Projector also supports recipient/submitter targeting. This allows you to customize a distributed report so the recipient only sees information relative to themselves. This is especially useful if you distribute a report to all your project managers, but only want the targeted project manager to see information about their own projects. See the Resource section in the table below for more details.


Tip

The Topic of the Day: Reporting Overview webinar is a great resource to learn all about Distribution, Personalization and Scheduling Reports (go to 45:10).

Fast Filters

If you see a filter colored green, that indicates it is a fast filter. Fast filters are optimized to return results much more quickly than non-green ones. Not all report types support fast filters.

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