The Filters section in the Snapshot report settings is where you'll be able to decide what will display in your report.
There are two different types of Snapshot Filters: Shortcut Filters and Custom Filters.
Shortcut Filters are the most popular filters, they are easy to access options that have a shortcut, they include Date, Status, Organization, Focus Area, Weight, Tasks, Risks, Updates and Template.
If you have multiple popular filters, goals must match all filters to display. Shortcut Filters with filters applied will be highlighted.
Custom Filters allow you filter by a larger array of filterable properties.
To use these filters first select what you would like to filter your snapshot by in the “filterable properties” drop down.
Once you have selected a filterable property, a second drop down will display, depending of your selection this drop down will give you a list of different options.
Once you have created a filter you are able to add additional conditions. You can either create you filters as AND conditions, OR conditions or a combination.
If a snapshot has an AND between two conditions for goals to display they must match both conditions. Eg. Scorecard is Process AND Status is Behind, this will process goals that are are process and behind. If there is an OR between two conditions they can match either of the conditions Eg. Scorecard is Process OR Status is Behind you snapshot will pull goals that are either Process or Behind.
This flexibility allows you mix and match your filters to create a unique set for conditions for each snapshot report.
If you create a saved snapshot these filters will be saved and will automatically be applied next time you run your report.
Next, you'll need to add or remove which columns you'd like to include in your report.