Customise Insights Report Selection Criteria

Modified on Fri, 25 Aug, 2023 at 2:24 PM

The Selection Criteria toolbar allows you to customise your reports based on key criteria including dates, status, and other properties from iCFM to define the report data shown. For instance, you might choose to view only Projects with a status of Completed, or which started within a specific date range. Adjust the criteria as necessary to refine the report further.


To create a custom report:

  1. Open the Report you want to customise
  2. Modify the Selection Criteria using the panel on the right-hand side
  3. Click Tabular / Pivot to run the report


Please Note: To Customise Insights Reports, permissions required: /showInsightReports & /showInsightReportCriteria


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article