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Filter multiple fields in the Report Builder mode

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Hi Team,

I would like to utilize the Report Builder functionality to create risk/control reports for various risk/control categories and subsidiaries, so I need to filter columns to get the right data.

One issue I ran into is that I can only make it work when one column is filtered. If I apply filters to multiple columns, it generates unexpected results. Could you please advise?

Thank you! 

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3 Kommentare

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  • Eitan Herman

    Hi Min,

    From my experience working in Workiva SOX Platform is the filters in Report Builder are dependent meaning (i.e. the second filter applied searches within the first filtered population so if you define two filters each on a subsidiary category it results in a blank report).

    I do agree that if this is the case, Workiva should adjust the filter process and cancel the dependency.

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  • Min Chen1

    Thank you very much, Eitan! This is very helpful and makes a lot of sense!

    0
  • Eitan Herman

    Hi Min,

    I am trying to enhance my global compliance reach with peers. Feel free to send me a LinkedIn invitation (search Eitan Herman Stratasys).

    0

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