Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

The Filters page provides powerful functionality for designing reports. On this page, you can define filters to limit data that appears in a report and to define whether a report should prompt users for input on a given filter (Report with Input Controls).

You can define a filter on a field that you do not plan to use in the report. The filter will still be applied and only data that satisfies all defined filters will appear in the final report (For example: you can filter data to select a single country, in which case it doesn't make sense for the field to appear as a row, column, or group).

  1. To define a filter, select a field in the left-hand list to filter and import it to the Condition Editor by:
    • Clicking New Condition.
    • Clicking the arrow next to the field name.
    • Double-clicking the name of the field.
  2. In the Condition Editor:
    • In the Comparison drop-down menu, select the operator to filter by.
    • In the Values field, select from the available values. If there are more than 50 values to display, use the search controls to the left and click to narrow your
    • Click on the OK button.
    • The filter will be moved to Current Conditions.
  3. The list of Current Conditions shows all the filters you have defined.
    • Select the Prompt? check box to prompt the user to enter the comparison value for this condition before running the report with the value defined here as the default. The user is prompted even if the filtered field does not appear in the report.
    • Filter prompts can be modified in the Ad Hoc Editor.
    • Click a Current Condition in order to edit it in the Condition Editor.
    • To delete a condition, select it and click the Delete Condition button.

To define a filter that compares two fields of the same datatype, select the second field using Ctrl-click, then click Create Condition. This button is only enabled when two compatible fields are selected. After you click OK, you can edit and delete it as with other conditions. Such filters cannot be presented when the report is run.

Once all desired filters have been defined, hit the Next button.

  • No labels