Targetprocess: Filter Reports

Audience: All Targetprocess users

You can filter Reports to refine the data set being used for the report.

Reviewing Common Filters

Predefined filters, which are set up by report creators in advance, can be used by report viewers. Most reports created by the Targetprocess administration team include predefined filters, such as Portfolio and Team. 

Targetprocess Team Iteration Goal Breakdown report pie chart. Filters Any Portfolio and Any Team highlighted.

Personal filters are created by report viewers and are unique to the person. Use personal filters when you need more precision and want to see a smaller dataset. 

  • Personal filters can be quickly set up and removed from reports. 
  • Personal filters do not change the predefined filters or overall structure of the report.
  • Personal filters do not affect other viewers.
  • You will not see others' personal filters.

Note: Personal filters persist once you apply them. If a report is not displaying as you expected, make sure you check your current filters. 

Creating a Personal Filter

  1. Select Filters on the right side of the report to reveal the Add filter interface.Target process report, Filters expanded and highlighted with option Add Filter highlighted.
  2. Select Add filter. A dropdown appears with a list of filter options.
  3. Select the field you wish to filter, such as Planning Interval.
  4. Choose an operator from the list provided. 
    • Operators are commands that help you refine and filter your results. For example, choosing is in for the Planning Interval filter allows you to choose which PI you wish to filter for.
    • Note: Operators are determined by the fields you entered. Some operators are only available for some fields.Targetprocess report, Planning interval filter. Operator dropdown highlighted containing a variety of commands.
  5. Choose or enter a value for comparison from the Provide value… dropdown.
    • You may select more than one value from the dropdown by clicking on multiple values.
  6. Repeat the process by selecting Add Filter again to configure any additional Personal Filters.
    Targetprocess report, personal filter Planning Interval in in I&P FY23 PI2 checked, Add filter highlighted.

Managing Your Personal Filters

Within Reports you can:

  • turn existing Personal Filters on or off
  • delete Personal Filters
  • change Personal Filter visibility

To manage a personal filter:

  1. Select or click Filters on the right side of the Report.
    Targetprocess report example, Filters (1) highlighted.
  2. If the report has one or more Personal Filter(s), a number will show next to Filters.
  3. Toggle the caret ^ to hide or reveal personal filters. 
    • Note: This action does not remove filters.
  4. Turn filters on or off by selecting the box to the left of the filter. Disabled filters are saved and available for you to re-enable at any time.Targetprocess personal filter Planning Interval, checkbox highlighted.
  5. Delete a personal filter by hovering over the filter and selecting the X that appears to the right of the filter.
    Targetporcess personal filter Planning interval hovered over, delete x highlighted.Targetprocess report, personal filters display caret ^ highlighted.

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7611