Configuring Filter Panel Components in the Report Builder

When you add a filter panel component to a report, you can configure additional filters.

Before You Begin

• Build a Report

• To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity.

  For more information on users, permissions, and associations, see User Administration and Security - Overview.

Procedure

1. On the Web Console for the Private Metrics Reporting Server, click Reports.

   The Worldwide Dashboard appears.

2. To open a report where you have already added a data set, from the navigation pane, click Configuration > Reports, and next to the Report Name under Actions, click Edit.

3. Optional: If your report has multiple pages, click the tab for the page that you want to edit.

4. Drag Filter Panel to the Drop components to build the report box.

5. From the Data Sets list, drag a field to the Drop fields here box.

6. To add additional fields, drag the fields into the filter panel component.

7. Select the filters for the fields based on your reporting needs.

8. To perform advanced filtering field for a field, complete the following steps:

   1. Click Advanced Filtering for the field.

   2. Enter the filters.

   3. Click Apply Filter.

   4. To move to basic filters, click Basic Filtering.

9. To clear all filters for a field, click Clear.

10. Select the component, on the Properties tab, click General, and configure the settings:

    • To name the search bar component, in the Chart Title box, type a name for the component.

    • To configure a different ID for the search bar component, in the ID box, type a new identifier for the component.

      Note: You cannot edit the contents of the Data Set box.

    • To specify who can view the component, from the Visible list, select any one of the following options:

    • All: To allow everyone see the component, select this option.

    • CommCell Admin: To allow only CommCell administrators see the component, select this option.

    • Tenant Admin: To allow only only tenant administrators see the component, select this option.

    • Custom: To allow users see the component based on the permissions, select this option, then in the Visible Expression box, enter a JavaScript statement.

      For example, to allow MSP users see the component, in the Visible Expression box, enter := return cv.isMspUser.

11. To remove a field from the component, on the Properties tab, click Fields , and next to the Field Name, click Remove Measure.

12. To save this version of your report specification in the Reports Manager, at the top of the Report Builder page, click Save.

13. To make the report available to end users on the Reports page, at the top of the page, click Deploy.

Related Topics

Example: Building the Backup Failures Report