Hello Fabrizio,

I’m not sure I’m understanding your question properly.  I think you are referring to the panels to the right of the screen?

If so, you can set filters on all of the “Cases” panels.  Maximise the panel, go to filters, add in the filter, select your options, select save as default and click OK.

Minimise the panel, edit your view, import the changes and then save.

Hopefully this helps

Hi mpjubb,

Thanks for your reply!

I think there might have been a misunderstanding — I’m not referring to the panels on the right side of the screen, but rather to reporting at the project level.

Here’s the situation:

• I need to generate a report with one row per project.
• In that row, I want to include two fields:
  • One showing only the open risks (status: Submitted, Opened, In Work)
  • One showing only the open issues (same statuses)

Currently, the standard Risks and Issues fields on the project entity include all related items, regardless of status, and they are not editable or filterable.

I tried adding Cases as related data in the report and applying filters, but this results in multiple rows per project — one for each open case — which breaks the structure I need.

What I’m looking for is a way to:

• Keep the report at one row per project
• Include filtered data (only open risks/issues) in two separate fields

Is there a workaround or a way to create calculated fields or summaries that could help with this?

Thanks again for your support!