Filter Types

Filter Types

The left pane include filter types that can be used to customize a report.
Note: If you do not see the left pane filter types, select to display the pane.
  • Pause your cursor to the right of the filter type name and select + to expand the filter type and view and select options for a filter type. To collapse a filter type, pause your cursor to the right of the filter type name and select .

  • If you do not see all the filters types, select + Show More.

  • To clear options for a specific filter type, select Clear at the bottom of the Filter type. To clear all filters, select .

  • Refer to the table below for more information about each filter type.
Table 1. Filter Types
Filter Description
State Select one or multiple options including: Active, Unassigned, Completed, and Stopped. The total number of tasks for each state option displays after the option.
SLA Select one or more options including: On Time, Critical, and Late. The total number of tasks for each SLA option displays after the option.
Assignee Select the drop-down arrow and select the assignees to include in the report. Each assignee displays with the number of tasks assigned to them.
Role Select the drop-down arrow and select the roles to include in the report. Each role displays with the number of tasks assigned to it.
Due Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Actual Enter a minimum and maximum amount of actual days.
Completed Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Phase Select one or more phased in the drop-down list.
Planned Enter a minimum and maximum amount of planned days.
Process Select one or more process types.
Product Type Select one or more process types.
Started Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
Stopped Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.