How do I get filters to only show for a specific report for all users? | Community
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LeifBr2
Level 3
November 4, 2020
Question

How do I get filters to only show for a specific report for all users?

  • November 4, 2020
  • 1 reply
  • 475 views

As a system admin, I created several filters for reports for the users that I am supporting. By default, I am the only one seeing the filters. I went to share with others and now they are seeing the filters on all of their reports. How can I set filters to show 1) only for that one report and 2) be viewable by all users of that report?

I know this is probably straightforward and that I am probably missing something.

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    1 reply

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    November 4, 2020

    Hi Leif,

    Unfortunately it's not possible to restrict filters to specific reports. You have 1 default filter per report (which is configured when you build the report) which is specific to that report, any filters you create outside of the report builder are available for use on any view in the system by any user that you share it with.

    The best way to provide additional filtering capability that is restricted to a specific report would be to use prompts to allow report users to choose the filter criteria they want to apply to the report. You can either build a standard prompt and let users pick their own filter criteria against the fields you surface within the prompt, or you can build custom prompts and predefine the filter criteria that is available to them. Take a look at this article here on Workfront One for more information about prompts.

    I hope that makes sense, however please shout if you have any questions and I will do my best to help!

    Best Regards,

    Rich.

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