Overview
If you wish to filter a report so that the result set displayed is specific for an individual user then an access filter will need to be applied. The data displayed is therefore personalised for the reader.
The access 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.
Access 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 access filter function which permits you to set the filter for a report.
- From the report data page open the data options section of the report options side bar. You will see the access filter options.
- Select the access filters you wish to apply. These types are configurable to your organization and have been set up by your administrator.
- Run the report.
- You can only see information where you have an association with the filter type selected.
Note: If the user does not have an association with the access filter selected they will not see any data in the report.
See Source Access Filters for more information.