Choose Report Filters (Account Reports)

Choose Report Filters (Account Reports)

Report Filters enable you to restrict the amount of data that is returned in a report based on various criteria.

How to Use Report Filters

Build a filter for the selected report, using the options in the sections below.

Click Save to save the filter settings.

To View Filtered Data, click Run Report. A Report Results window opens, showing a list of filtered records.

Click a Row number to open a record.

Date Filters

Date Filters are date/time-based intervals used to filter data.

Date Filters restrict the data displayed in the report to records that exist within the specified date ranges. All date fields are grouped in the select menu for the filter fields, including Date Type custom questions.

To create a Date Filter: 1. Begin with Interval #1. 2. In the first drop-down list, select a report parameter (e.g., Reg Date Created). 3. In the second drop-down list, select a pre-existing date-range to apply to that report parameter (for example, Future, Today, This Month, etc.), or select Custom to define your own date range. 4. If you select Custom, enter the Start Date / Start Time and End Date / End Time. 5. Enter dates in MM/DD/YYYY format (or use the calendar), and times in 24-hour format (HH:MM:SS), based on U.S. Pacific Time. 6. You can add a second date filter. 7. By default, Interval #2 begins with "AND". You may select "OR" instead. 8. Select a report parameter and a date range, as you did for Interval #1. 9. If you selected Custom, enter the Start Date / Start Time and End Date / End Time.

You can add a second date filter.

Standard Filters

Standard Filters restrict the data displayed in the report to records that match commonly selected parameters.

The Standard Filters that are available to you (and are displayed on this Choose Report Filters page) depend upon the report type.

Examples:

• A Registrations report includes Standard Registration Filters such as Complete [Any], Yes, or No.
• A Charges report includes Standard Registration Filters plus Standard Charge Filters such as Transaction Type.

To utilize one or more Standard Filters:

• Choose the Standard Filters that match your needs by selecting from the corresponding drop-down list(s).
• The default values for all Standard Filters is [Any], meaning "any value". Selecting [Any] provides the most inclusive results, since no filter is applied.

Drill-Down Filters

Drill-Down Filters enable you to view different subsets of report results while the report is being run.

For example, if a report includes the parameter Registration Status, you might want to see all registrations with status Attended, or you might want to see registrations with status Cancelled. Using a Drill-Down Filter you can switch quickly between these two views.

To utilize one or more Drill-Down Filters: 1. From a Drill-Down drop-down list, select the report parameter that has the subset results you want to view. This parameter is one that has been designated as a column in that report (e.g., Status). 2. The columns available to use as Drill-Down Filters depend upon the report type. For example, the columns available for a Registrations report include Complete, Paid, Registered, Attendee Type, Attendee Type Type, Reg Status, and Status Type. 3. Run the report. The Report Results window opens. 4. From the Drill-Down section on the Report Results page, select the results you want to view. 5. Click the Drill-Down button.

Advanced Filters

Advanced Filters enable you to set up and apply logic rules with which to filter data. These Advanced Filters enable you to create highly customized reports. You may create up to ten advanced filters on any report. You may select numeric values in the advanced filters, but you must use the Date Filters above to filter on date fields.

To create an Advanced Filter:

1. Select the Column that you wish to use to filter data.

2. Select an Operator, specifying how the data field contents will be evaluated; for example, equals (=) or is not equal to (<>). Details of operators are available.

3. Specify a Value. You can enter an open-ended value in the text box, such as "North Carolina" or "@certain.com." For "Yes", enter the numeral 1; for "No", enter the numeral 0. If shown, click the Pick List icon to see a list of predefined values.

4. If you are using two or more Advanced Filters, select a statement connector from the drop-down list as the logic to join your filters.

• If you select and between two filters, records will be included only if both conditions are true.
• If you select or between two filters, records will be included only if one or the other condition is true.
• The and( selection enables grouping of filters into merged groups joined with a logical and.
• The or( selection enables grouping of filters into merged groups joined with a logical or.
• Use the and( or the or( selection when you wish to join groups that use and or internally.

Example groupings illustrate how to combine conditions to produce the desired results.

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