People Filtering
The Query Designer can choose to apply a person filter to the query to show just the user's direct and indirect reports. Choose Person Context from the menu bar to set a person filter:
Configure the options appropriately:
- Select Person Column: Choose which User ID in the query the person to which the filter will be applied.
- Qualifier: This field will be described below this list.
- Distance: How "far" down the people structure to retrieve results - for example, a setting of 1 will retrieve just direct reports.
- Person: Logged In User: This will default to the reports of the user who is viewing the report – otherwise, select this option to manually set a particular user.
Note
A user needs permission to view the status field of Employee Data for People Filtering to work properly.
People Filtering and Qualifiers
The following outlines people filtering and qualifiers:
- Selected element only: The Report will filter on just the selected user.
- Selected element and all descendants to distance: The Report results will return the selected person and all their direct and indirect reports down to the level specified by Distance.
- All descendants to distance: The Report results will return only the selected person's direct and indirect reports down to the level specified by Distance. (Note that this option does not include the selected user itself.)
- All descendants at distance only: The Report will return only the selected users reports at the level specified by Distance
- Selected element and all descendants: The Report will return the selected person and all their direct and indirect reports.
All descendants: The Report will return all the selected person’s direct and indirect reports.
Note
Person Context is like People Scope functionality in the live data source.