Add a Report Filter

1. Access the Report list.
   1. Select the Default GRC context from the context menu.
   2. Click the Analysis tab.
   3. Select Library from the Reports group.

      

2. Click (Saved Filters) next to a report in the list.
3. Click New Filter.

   

4. Enter a Filter Name and brief Description.
5. Mark the Public checkbox to allow other users to view and execute the report filter.

   Note: You cannot schedule reports using public report filters.

6. Add conditions to your filter:
   • In the Filter section, select And or Or from the drop-down list.
   • Select the field you wish to use in defining your filter.
   • Select a condition from the drop-down list.
   • Enter a value in the last text box.
   • Click Add.
   • Highlight a condition and use the Move Up and Move Down buttons to change the order of the conditions.
   • To remove a condition from the filter, highlight it in the window and click Delete.

   Condition Types

   The following are a list of conditions, descriptions and values through which you can filter your data:

   Condition	Description	Values
   Equals	Allows for user to enter a single exact value to be found and returned	Input a single value, number or text
   Not Equals	Allows for user to enter a single exact value, that should not be returned	Input a single value, number or text
   Contains	Number or text (exact or partial) that is found within that field	Number or text
   Not Contains	Number or text (exact or partial) that is not found within that field	Number or text
   Greater than	Value that all returns must be higher than	Number or text
   Less than	Value that all returns must be less than	Number or text
   Greater than or equal to	Value that all returns must be equivalent to or higher than	Number or text
   Less than or equal to	Value that all returns must be equivalent to or less than	Number or text
   Between	Brings up two fields with an “and” statement between	Number or text
   In	Brings up a pick list with the values found in that particular field. Records with this value found will be returned	Multi-selections are possible.
   Not in	Inverse of the “not in” parameter, meaning that selections with these records will not be in the return list.	Multi-selections are possible.
   Begins with	Records where the value begins with a particular text entry will be returned.	Number or text
   Ends with	Records where the value ends with a particular text entry will be returned.	Number or text
   Is Null	Records where the value is null for a particular field will be returned (e.g. show me risks where the control name is null would show you risks that do not have controls linked to them).	Number or text
   Is Not Null	Records where the value is not null for a particular field will be returned (e.g. show me risks where the control name is not null would show you risks that have controls linked to them).	Number or text
   @me	Records the name of the logged in user when a search is executed. It would apply only for the Name fields.	Text

7. Formats for Scheduled Reports: Select the radio button to determine whether you would like to create scheduled reports in PDF or Microsoft Word format.

   Note: See Schedule a Report for more information.

8. Click Save as New Filter to save the filter and add it to the filter list, or choose from the following options:
   • Click Submit or Execute to run the report.
   • Click Saved Filters to return to the Report Filter list without saving.
   • Click Report List or Return to return to the Report list without saving.
   • Click New Filter to open a screen for a new filter without saving.