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Custom report filters

Created by Caroline Juszczak, last modified by Steve.Hawkins on Sep 12, 2016

Views: 332 Votes: 0 Revisions: 5

In most cases, the standard column filters should meet your day-to-day requirements. If required, you can create and save custom multi-column filters and share them with other users in your company.

Create a custom report filter

  1. On the Reports window, click the report filter you want to use as a starting point.
  2. At the bottom of the filter, click Customize.

    The Filter Builder form displays.

    In this example, the filter displays reports where the Category column equals Audit and the Type column equals Authentication.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/070/Filter-Custom.png

  3. Click the options in the form to select the column, column option, and specific conditions that define the filter.

  4. Click OK or Apply to apply the filter.

Saving a custom report filter

  1. Create a custom report filter.
  2. Click Save As and select the folder where you want to store the file.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/070/SaveAs.png

  3. Enter a filter name in the File name box.
  4. Click Save.

    The filter is now saved and available for later use.

Opening a saved custom report filter

  1. Click Customize.
  2. Click Open in the Filter builder form.
  3. Click the Look in drop-down menu, and then locate and open the filter.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/070/OpenExistingFilter.png

  4. In the Filter Builder form, click OK or Apply.

    The custom filter is applied to the report list.

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Last modified
21:36, 12 Sep 2016

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