Using a filter to limit the information in a tabular report

You can limit the information that is included in a tabular report by applying a filter to the report. If you apply a filter to a tabular report, the report only includes information on tasks and allocations that meet the criteria of the filter. For example, you could limit a report to tasks that are carried out by a members of a particular department, by applying a filter that only includes tasks to which permanent resources from the appropriate folder have been assigned.

Rather than applying a specific filter to a tabular report, you can apply whichever filter is applied to the current view at the time at which the report is generated, by selecting View Filter. If you do this, the filter that is applied to the report is changed automatically whenever a different filter is applied to the current view.

Filters can include subheadings that show the chart path of the filtered objects. This makes it easier to identify the summary group or subchart in which the filtered objects are located. If you apply a filter to a tabular report, you can specify whether or not to display the filter's subheadings using any formatting that has been applied to them.

You can apply a filter to a tabular report using the Filter field on the Definition tab of the Tabular Report Properties dialog, or using the Tabular Report Wizard, as part of the tabular report creation process. If you want to display the filter's subheadings with their formatting, select the Use filter sub-heading format check box.