Adding a Filter

Click the Add button add report from the Filter screen to view the Add a Filter dialog. This dialog has two tabs, Build-A-Filter and Advanced, as well as several other buttons/functions.

 

Filter Name

Identifies the filter (required).

Count

Displays the number of records found by the filter currently being built.

Save

Stores the filter for future use.

Run

Executes the filter.

 

Build-A-Filter tab

The Build-a-Filter tab enables lets users create a filter one step at a time. The process begins by selecting the module or child module on which to base the filter. Then, the user chooses the field to apply the filter to and the condition the filter should use to base its results (ie =, >, <, etc...). Finally, the user enters the factor her or she wants the filter to identify. Multiple fields can be filtered at once.

filter builder

 

More information on using the Build-a-Filter tab

 

Advanced tab

The Advanced tab lets users write their own SQL filters or edit existing filters to perform more advanced functions. For example, one advanced function the tab allows is the use of reserve words.

advanced

 

More information on using the Advanced tab to create a filter

 

How To Add a Filter

  1. Enter a name in the Filter Name field (required).
  2. Build a filter using either the Build-A-Filter tab or the Advanced Filter tab.
  3. Click Save or Run.

 

In This Section

Using the Build a Filter

Advanced Filter