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Create Filters for Ad Hoc Reports

Filters allow you to narrow the results returned by your Ad Hoc reports. You can create a new filter from scratch or start with one of the fields already added to your report.

Create a Filtering Condition

  • New Filter: Generates a new WHERE clause for a filter.
  • Insert Before/Insert After: Allows you to add a new filter in the order you want. If you want to see the Date filter before the Status filter, for example, you'd just insert it before the Status filter.
  • Group By/Ungroup: Allows you to just group more than one condition into a single filter.

Create a New Filter

On the Data tab, click on FILTER. On the Create a Filtering Condition window, click NEW FILTER.

Alternatively, right-click on a field in the Query pane or a column in the Live Preview and select FILTER VALUES.

Editing the WHERE Clause

1. If you used the FILTER button, double-click on the red text “Double-click or press F2 to edit!" If you right-clicked on an existing field on the report to start your filter, the <Field> will already be populated with the name of that field. Skip to Step 3.

  1. For the <Field>, select the desired field from the drop-down list of segments.

2. Double-click EQUAL TO in order to change the Condition.

3. Double-click on < Value > and select a Type.

  1. Constant: These are constant values like Report IDs or Person Names; entering one will filter the report to the exact value you desire. Enter that value in the Value box or click GET VALUES to choose from a list of values.

  1. Parameter: This allows you to require anyone who runs the report to specify a value first, such as the date range, before running the report

    1. Name: Enter the exact name of the variable. It should be unique for each variable. If you utilize different parameter values, make sure the name for every filter in the same report is different.
    2. Description: This determines how the name will be displayed to users on the front end. When the report runs, users will see the Description next to the field they can select or type information into.
    3. Note: If the formatting of the Description differs from the formatting of the Name (lowercase, initial caps, etc.) and you later run a drill-down report, you will need to use exactly the format entered in the Description box during this step.
    4. Simple: Selecting a Simple will allow the person who runs the report to filter on any value.
    5. Static: Allows you to add a list of values that the person who is running the report can select from. Type each value into the Value box, or click GET VALUES to generate a list to choose from. Click the blue double arrow to add values to the Multiple Values box.
    6. Dynamic: Allows you to select a field and have all its values displayed to choose from when running the report. For example, if you select "Status," it will display all possible Status values when the report runs.
    7. Optional: The field is not required when users run the report.
  2. Field: This will compare your first field to a second field that you select here. It will return when the fields return. In the example below, the first field, is Report ID and the second is Report Name.

4. You may add multiple filter values by repeating these steps. Click OK to apply the filter.

5. The filter you created will appear in the Filter pane on the left. To remove the filter, right-click on it in the filter pane and select DELETE (to permanently remove it) or EXCLUDE (to retain it but turn it off). You may also EDIT the filter via this sub menu.

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