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Customize Template Filters

What is a Filter? #

A filter is a rule to include or exclude data from a report.  Multiple filters can be applied to refine your results.  A logical AND operator is used when applying multiple filters.  This means that all filters must equal “true” for the data to be included in the report.

Getting Started #

This document provides information for applying Filters to a Report Template.  Before you begin, please ensure you have the following:

Customize Filters #

  1. Follow these instructions to Add or Edit a Template
  2. Click the Filters Tab
  3. Locate the Filter you want to apply, the Search bar can be used to easily find filters. Once found click the Filter name
  4. Repeat Step 3 until all desired Filters have been applied
  5. Optionally, click the button on the right of the filter to remove it
  6. Optionally, click the button to see a sample of the results
  7. Click the button to view the results or button to save your changes

Types of Filters #

Text Filters #

Text filters allow for multiple entries in a single field. A logical OR is applied to each entry.  When adding values, press Enter for each item in the list. These fields also accept a semicolon separated or line-carriage delimited list.

 

The button copies the semicolon delimited list of entries to your clipboard.  This is helpful when editing large lists offline.

Available Operators #

  • equals
  • does not equal
  • like
  • not like
  • starts with
  • ends with

Like and Not Like Operators support the following wildcards:

  • Asterisk (*) which represents zero, or multiple characters
  • Question Mark (?) which represents a single character 

Numeric Filters #

Numeric filers do not allow for multiple entries.  Numeric filters will change based on the field type and options selected.

Available Operators #

  • equals
  • does not equal
  • Greater Than
  • Less Than
  • Between

Lookup Filters #

Lookup Filters have predefined options that can be selected from a list.  Multiple entries can be selected.

Available Operators #

  • Equals
  • Does Not Equal

Directory Filter #

The Directory Filter is a lookup filter with additional options.  Use the Directory filter when you want to select data specific to your organization’s directory configuration. In this example only data from the Charlotte Department will be included in the report.