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If you wish to filter a report so that the result set displayed is specific for an individual user then a source filter will need to be applied. The data displayed is therefore personalised for the reader.

The source filter determines the relationship between the user and the filter type. For example if cost centre is a filter type Yellowfin will determine if the user is related to any cost centres and therefore only show the data for those cost centres.

Source filters need to be setup on the source system and view for them to be accessible for report writing. In addition you will need to have the source filter function which permits you to set the filter for a report.

If there are Source Filters available in the report's view they will be available to enable/disable here. The user must have the required role permissions in order to see these settings as they are used for row level security.

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