When you want to narrow down your report's data and focus on specific criteria, adding filters is the way to go. In this article, we will go over adding filters to a report.
TABLE OF CONTENTS
Accessing Your Report
To begin, locate the report you want to add filters to. Go to Reports → Report Builder → Report Templates and select the desired report.
Click on the "Edit" button, then click on the Filters icon.
This will take you to the Filters page.
Applying Filters
You have the flexibility to add filters to refine your results based on specific criteria. Here's how:
On the Filters page, you'll find a list of fields that can be used for filtering.
Expand the folder containing the desired field.
The right-hand side of the screen is divided into two sections:
- Records included in the results must match all of the filters below - Any fields placed in this section will exclude results that don't meet the specified criteria for each field.
For example, filtering by Party: Age equal to 30 and Enrolment: Status equal to Active will return Party profiles of people who are 30 years old and have an active enrolment. - Records included in the results must match one or more of the filters below - Fields in this section include results that match any of the specified criteria for each field.
For example, filtering by Party: Age equal to 30 and Enrolment: Status equal to Active will return all Party profiles of individuals who are 30 years old, regardless of their enrolment status. It will also return all Party profiles with an active enrolment, regardless of their age.
To add fields as filters, select the field and click the "Add Selected" button under the corresponding section. This action adds the field as a filter in that section.
You'll find a dropdown menu to define the required criteria and a text field to enter the required criteria.
There is an "Ask" checkbox. If selected, you'll need to enter the filter's data whenever you run the report. This allows you to input different values each time to pull different results.
Utilizing the Global Date Filter (Optional)
The Global Date Filter allows you to extract data within a specific time frame. To use this filter, you need to set one of the fields in your report to utilize it. Here's how:
Go to the report template and click on the Edit button, this should take you to the Fields page.
In the selected fields section, choose the specific field you want to apply the Global Date Filter to (e.g., Party: Birth Date) and click on the "Edit Selected" button.
Note
Only fields that produce a date in the report can be used with the Global Date Filter.
Under the Global Date Field dropdown menu, select the desired field and click "OK."
Return to the Filters page. Now, with the Global Date Filter applied to the chosen field, you can filter the data based on it.
For instance, you can select an option in the "Filter by" dropdown menu to display only party profiles with a birth date falling within that range. You can also set a custom date range with the date selectors or enable the Ask checkbox to specify a range each time you run the report.
Running Your Report
Once you have set up the filters to your liking, run the report to see the filtered results.
The filter fields with the Ask checkbox set will appear, enabling you to enter the necessary data for each filter. The report will then generate results based on the specified filter criteria.
By following these steps, you can easily add filters to your report and extract precisely the data you need.