Filtering Initiative reports

By default, the reports display all Initiatives that you have permissions to view.

For the Cost Reduction Status report, all filter options available in the Filters panel are selected by default. Use the Filter panel to filter out what you do not want to see by selecting what you want to see.

For the Initiative Status report, all records display by default but additional information is displayed when certain filters (e.g., Owner, Category, etc.) are applied. To view certain data, such as Initiative owner or sponsor, select these options in the Filter panel.

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To filter a report:

1. In the Task Bar on the left side of the page, click the filter icon ().

2. From the various drop-downs, select the items you want to include, click OK in the selection dialog.

   NOTE: Choosing Select All for a specific filter, such as Perspective or Type, provides the same results as not making a selection for that filter.

   • You can select more than one option from each filter group.

3. At the bottom of the Filters panel, click Apply. The report now includes only Initiatives associated with your selections.

   TIP: You can click Apply in the Filters panel at any time during selection to see what the report looks like so far.

   TIP: To quickly revert back to including all options in a selection box, click the X icon () to the right of the filter option drop-down, and then click Apply. The report adds back the Initiatives associated with the Perspectives you filtered out.

To clear filters:

• To clear all filters, at the bottom of the Filters panel, click Clear All, and then click Apply. Remember that this adds all possible options back to the report.

• To clear a single filter selection, click the x icon () to the right of the filter drop-down, and then click Apply.