Personalized End-User Filter

This functionality is similar to Personalized Reporting (go to Personalized Reporting Overview for more information). It enables you to filter reports on filter expressions rather then on Single questions. You can set up a master report and define for each end user a personal expression that is to be used as a personalized filter. When they log on, they will receive a report showing the results relevant for them.

To create a personalized end-user filter:

1. Go to the Permissions > End User Permissions menu command.

Note: The rest of the functionality of the End User Permission screen is described under Access Control (go to About Access Control on Reports for more information).

2. Right-click on the user list and select Search Users.

The end user list opens. At the right of the list is the “Filter” column .



Figure 1 - The end user filter expression column

3. Find the end users you wish to set the personalized end user filter for, using the search functionality as required.
4. Click the ... button beside the Filter text box (see the figure above) to open the Filter Expression Designer page .



Figure 2 - Defining the filter expression for the end user

5. Define the end user filter expression (go to Creating a New Filter Expression for more information).

6. Optionally, you can type the filter title in the Filter Title field. To display the personalized filter title in a Report when viewed by the end-user, add a Text component and apply a script to it (go to Scripting in Text Elements for more information) using the user.PersonalizedFilterTitle syntax as in example below:

   text.Output.Append("personalized filter is: " + user.PersonalizedFilterTitle);

7. Repeat steps 4 and 5 for each user you wish to assign an end user filter to. Alternatively, you can use the Grant All... button in the upper-left corner to define a filter expression for all users by selecting the Set option and then clicking the ... button in the Filter group.
8. Go to the Edit Report menu command. The Report Editor page opens.

9. In the Filter tree, right-click and select Insert Filter Script. The new filter script will be created.

10. Right-click the new filter and select Edit. The Script Editor pane opens.

11. Enter the following script code .

    filter.Expression = user.PersonalizedFilterExpression;
    



Figure 3 - Linking the filter to the personalized end user filter expression

12. Click Save.