Reporting Filters Panel

Use the Reporting Filters panel to view, load, create, and delete filters.

You can narrow down the amount of data shown on any report by using filters. For example, you can specify that only certain machines or machine groups are included in your reports, or that you only want data about events that occur during a specific date range.

Any reports you run are based on the selected filtering criteria, until you load another filter or edit the current filter. It is recommended that you save filters if you plan to regularly use different filtering criteria, so you don't have to configure filtering options each time. Saved filters are also useful if you plan to schedule reports.  

Consider modifying the default filter to fit your needs and then save it with a meaningful name and description. Besides making it easier to remember, the filter's name will also appear in the footer of any reports that are run when this filter is in use. You can also your filter as a starting point for creating more specialized filters.

Reporting Filters Panel Layout

The layout of the Filters panel includes a toolbar at the top and a list of filter categories in the left pane. The right pane, the largest area of the panel, is where you can view and modify the currently-selected filter. The right pane changes according to whatever you select in the left pane, and Reporting "remembers" where you were last.


The Filter tab's toolbar includes the following options:

  • Select a filter: Select a filter to open. Any filters you've created are listed under My Filters, and any filters another user has created and shared are listed under Shared Filters. An asterisk appears next to the name of any filter to which changes need to be saved.

  • Save: Save the current filtering options to the current filter.

  • Discard: Discard any changes you've made to the current filter.

  • Save As: Save the current filtering options to a new filter.

Left pane

When you select an item in the left pane, the right pane updates to display relevant information:

  • Filter Properties: Shows details of the current filter: name, description, whether it is a shared filter, the filter's owner, and the effects of the filter. You can also delete the current filter here.

  • License Units: Click one of the items listed here to set up filters that include or exclude license units based on group, license unit platform (Linux, Mac OS, Unix, Windows, or multiple), manufacturer, software category, individual license unit, license type, whether metering is enabled, and purchasing features.

  • Machines: Use to set up filters that include or exclude specific machine groups, individual machines, or machine platforms (Linux, Mac OS, Unix, Windows, or unknown). Selecting the last item in this section, Query Builder, lets you create simple queries to specify which machines are included in reports based on machine hardware properties, presence of license units, and presence of applications.

  • Terminal Servers: Use to set up filters that include or exclude one or more terminal servers for use in reports that report activity involving workstations that connect to terminal servers.

  • Users: Click one of the items here to set up filters that include or exclude specific user groups or individual users.

  • Assets: Iinclude or exclude specific asset groups.

  • Network Devices: Include or exclude specific network device groups.

  • Paths: Include or exclude specific local machine paths in reports.

  • Duration: Include only applications that were launched for a specified duration in reports.

  • Dates: Include only events that occur within a specified date range.

next to an item in the left pane indicates that this filter applies to report data.

Right Pane

As you change your selection in the left pane, the right pane also changes to show how you can filter the selected item. For example, if you select Individual Machines on the left, the right pane shows a list of machines you can exclude or include in reports, and you can specify that you want to see more or fewer machines on this page.

the information you see in the right pane is dependent on how you configured relevant items in CAM Administrator. For example, if you select Groups under Machines on the left, the right pane will show the same Discovered and User-defined groups as in CAM Administrator. If you didn't create any machine groups in CAM Administrator, the user-defined list here will be empty.