Report Filters enable you to restrict the amount of data that is returned in a report based on various criteria. Filters can be date-based Date Filters or field-specific Advanced Filters.
How to Use Report Filters
1. Build a filter for the selected report using the options included in the sections below. 2. Click Save to save the filter settings.
To View Filtered Data
1. Click the Run Report button. A Report Results window opens. It includes a list of filtered records. 2. Click the numbered (Seq) link to open a record.
Date Filters
You can specify up to two date/time-based intervals on which 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 selected Custom, enter the Start Date / Start Time and End Date / End Time.
- Enter dates in MM/DD/YYYY format (or use the calendar).
- Enter times in 24-hour format (HH:MM:SS), based on U.S. Pacific Time.
You can add a second date filter.
1. By default, the Interval #2 begins with "AND". You may select "OR" instead'. 2. Select a report parameter and a date range, as you did for Interval #1.
Advanced Filters
This section enables you to set up and apply various logic rules with which you can filter data. These Advanced Filters enable you to create highly customized reports.
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 available
3. Specify a Value.
- You can enter an open-ended value in the text box (i.e., a text string such as "North Carolina" or "@certain.com.").
- For "Yes", enter the numeral 1.
- For "No", enter the numeral 0.
- If it shows, you can click the Pick List icon to see a list of predefined values from which you can select.
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 of the conditions is true.
- The )and( selection enables you to complete the grouping identified by the previous Advanced Filters, create another grouping of the subsequent Advanced Filters, and join these two groups with a logical and.
Use the )and( selection when you wish to join groups that use or internally.
- The )or( selection enables you to complete the grouping identified by the previous Advanced Filters, create another grouping of the subsequent Advanced Filters, and join these two groups with a logical or.
Use the )or( selection when you wish to join groups that use and internally.
For example:
| Condition A | and | Condition B | and | Condition C | and | Condition D | – | } | No need for grouping | |---|---|---|---|---|---|---|---|---|---| | Condition A | or | Condition B | or | Condition C | or | Condition D | – | | | | | | | | | | | | | | | (Condition A | and | Condition B) | or | ( Condition C and Condition D ) | – | } | Grouping required to produce the desired results | | | | | | (Condition A | or | Condition B) | and | ( Condition C or Condition D ) | | | – | | | | | |