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 the Run Report button. A Report Results window opens, listing the filtered records.
Click the numbered (Seq) link to open a record.
Date Filters
Date Filters is a feature that lets you 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
- Begin with Interval #1.
- In the first drop-down list, select a report parameter (for example, Reg Date Created).
- In the second drop-down list, select a pre-existing date-range to apply to that report parameter (for example, Future, Today, This Month), or select Custom to define your own date range.
- If you select Reg Date Created in the first list and Today in the second, your report would include only those registrations created on the day you run it.
- 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), and times in 24-hour format (HH:MM:SS), based on U.S. Pacific Time.
- You can add a second date filter.
- By default, Interval #2 begins with "AND". You may select "OR" instead.
- Select a report parameter and a date range, as you did for Interval #1.
- If you select Reg Date Created in the first list and Today in the second, your report would include only registrations created on the day you run it.
- If you selected Custom, enter the Start Date / Start Time and End Date / End Time.
Standard Filters
Standard Filters is a feature that provides pre-designed filters to restrict data.
The available Standard Filters depend on the report type.
Examples show standard filters for Registrations and Charges reports.
To utilize one or more Standard Filters
- Choose the Standard Filters that match needs by selecting from the corresponding drop-down list(s).
- The default values for all Standard Filters are [Any], meaning that any value is accepted.
- Selecting [Any] provides the most inclusive results, since no filter is applied.
Drill-Down Filters
Drill-Down Filters is a feature that enables viewing different subsets of report results when the report is run.
For instance, the Registration Status parameter can show all registrations with status Attended or status Cancelled.
To utilize one or more Drill-Down Filters
- 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 (for example, Status).
- The columns available for Drill-Down Filters depend on the report type. For example, a Registrations report can include Complete, Paid, Registered, Attendee Type, Attendee Type Type, Reg Status, and Status Type.
- Run the report. The Report Results window opens.
- From the Drill-Down section on the Report Results page, select the results you want to view.
- Click the Drill-Down button.
Advanced Filters
Advanced Filters is a feature that allows setting up and applying logic rules to filter data. These Advanced Filters enable you to create highly customized reports.
A maximum of ten Advanced Filters may be created on any report.
Advanced Filters support numeric values in the filters, but date fields must use Date Filters.
To create an Advanced Filter
1. Select the Column that will filter data.
2. Select an Operator that defines how the data field contents will be evaluated; for example, equals (=) or is not equal to (<>).
3. Specify a Value for the filter. You can enter an open-ended value in the text box; for example, North Carolina or @certain.com. For "Yes", enter the numeral 1; for "No", enter the numeral 0. Or, if shown, click the Pick List icon to select from 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 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.
- The and() selection is used 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.
Example groupings illustrate how conditions can be combined to produce the desired results.