Filter Editor window

Use the Filter Editor window to define or modify a report filter.

Defining a Filter

Enter the following information in the Definition tab of the Filter Editor window:

  • Name: Enter a name for the filter.
  • Description: Enter a description for the filter.

You can specify additional criteria for the filter, or remove currently defined criteria.

Click the appropriate Add button to add new criteria item or sub-filter. Select a conjunction from the drop down, and use the Edit Criteria dialog to define the item.

Select a current filter criteria item or sub-filter and click Remove to remove it.

Use the Edit Criteria dialog to define the filter criteria:

  • Field: Select a field from the drop down; the fields available vary depending on the type of filter you are defining.
  • Operator: This list includes operators that allow you to identify criteria for the return value. For more information, see Advanced Filtering Using % (Wildcard) and _ (Underscore) Characters.
  • Value/Field: Click a radio button and specify a field value or select a field from the drop down.

Defining Security for a Filter

Enter the following information on the Security tab:

  • Owner: The owner of the report group and the owner's authorities. Select a user name from the drop down menu to change the report group owner. To set authorities and privileges for more than one user, specify a primary group.
  • Primary Group: Specifies an authority group; all users in the group have the same authorities.
  • Public: Specifies the authorities of all users that are approved to use the product.

For each option on the Security tab:

  • Use authority allows read-only access to the report group.
  • Change authority allows read and write access to the report group.

Click the Manage all Users and Groups button to display the Authorized Users window, which allows you to define or modify the users and groups that can access the Consolidator system.

Click Save to save your changes.