Report Filters enable you to restrict the amount of data that is returned in a report. Filters can be date-based (Date Filters) or field-specific (Advanced Filters).
How to Use Report Filters
Build a filter for the selected report using the options included in the sections below.
Click the Submit button to save the filter settings.
To View Filtered Data
Click the Run Report button. A Report Results window opens. It includes a list of filtered records.
Click the numbered (Seq) link to open a record.
Date Filters
Date Filters enable you to specify up to two date/time-based intervals with which you can filter data. Date Filters restrict the data displayed in the report to records that exist within the specified date ranges.
To create a Date Filter
1. Begin with Interval #1.
2. In the first drop-down list, select a report parameter (e.g., 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 click the calendar icon), and times in 24-hour format (HH:MM:SS), based on United States Pacific Time.
You can add a second date filter. By default, the Interval #2 begins with "AND". You may select "OR" instead. Select a report parameter and a date range, as you did for Interval #1.
Advanced Date Filtering Notes
This section describes how to configure date filters for accurate ranges.
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. The operator specifies how the data field contents will be evaluated to create the filter, such as equals (=) or is not equal to (<>). Below is a list of operators and their meanings.
- = Equals
- > Greater than (numeric and date values only)
- < Less than (numeric and date values only)
- >= Greater than or equal to (numeric and date values only)
- <= Less than or equal to (numeric and date values only)
- is one of A list of items against which the value will be evaluated. The value must be found in the list for the condition to be met. Each item must be separated from the next item by a comma with no intervening space, as in: value1,value2,value3.
- is not one of A list of items against which the value will be evaluated. The value cannot be in the list for the condition to be met. Each item must be separate from the next item by a comma, with no intervening space, as in: value1,value2,value3.
- contains String of characters that appears anywhere within the value
- does not contain String of characters that should not be found anywhere within the value
- begins with String of characters at the beginning of the value
- does not begin with String of characters that should not be found at the beginning of the value
- ends with String of characters at the end of the value
- does not end with String of characters that should not be found at the end of the value
- is blank Field should contain no data (null/empty)
- is not blank Field should contain some data
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. Or, 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 of 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 – No need for grouping.
- (Condition A and Condition B) or (Condition C and Condition D) – Grouping is necessary to produce the desired results.
- (Condition A or Condition B) and (Condition C or Condition D) – Grouping is necessary to produce the desired results.
Note: This operator is meant to be taken literally; the answer is one of the selected options—multiple answers will not work. For instance, if you select If Question A is one of answers X, then…; and if the person chooses X AND Y, this rule is evaluated as false and the action will not be triggered.
4. 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. Or, if it shows, you can click the Pick List icon to see a list of predefined values from which you can select.
5. 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.
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