Report Filters: including new sheet forces filter recreate?

3blazeP

Hi.

I have a report that includes all sheets in a Workspace. The report has filter criteria. I found that any time I add a new sheet to the Workspace, the rows from the new sheet don't show up in the report until I remove the report filter critera and recreate the same filter.

Is this expected behavior and how can I prevent it? It is impacting adoption by my team members because every time they add sheets, I have to update 3 reports,

Regards,

Ian

Victoria_Indimar

Hello! Do you have the Workspace selected from the report filter or the individual sheets within the Workspace?

If you have the Workspace selected, not individual sheets, any new sheets should automatically be accounted for in the report and filter.

3blazeP

Yes, I have the workspace selected

Genevieve P.

Hi @3blazeP

Is it possible you have a Folder selected versus a Workspace? Can you post a screen capture like @Victoria_Indimar did above, but block out sensitive data?

3blazeP

Genevieve P.

Hey @3blazeP

Selecting a Workspace should automatically include new sheets into this Report, as long as they have at least one of the same columns that have been selected and their rows aren't filtered out.

You may need to refresh the Report if you were currently in it when the new sheets were added, but you should not need to un-do and re-do the filter to bring in those rows.

Is there any possibility that your newly created sheets don't have the same column types / names or that the filter needs to be re-done because there's new criteria?

Cheers,

Genevieve

3blazeP

Could it be that the sheets had columns with different names and then I changed the names to match the report criteria? SO the names were originally different but then the same causing a re-filter to be required?

Genevieve P.

Hi @3blazeP

As long as the column names and types are made to match, you should only need to refresh the Report for those rows to be included (no edits to the filter needed).

Cheers,

Genevieve