Adding a Filter

In the Filter Filter tool icon tool, select Add New, or select a filter and click Edit to view the Filter Editor. Filters are either considered Basic or Advanced. By default, all new filters are Basic.

Basic Filters

  • Basic filters are simple ones created/edited one step at a time using the Build A Filter. The process begins by selecting the module or child module on which to base the filter. Then, the user chooses the field to which to apply the filter and the condition upon which to base results (ie =, >, <, etc...). Finally, the user enters the factor the filter should identify. (Multiple fields can be filtered at once.)
  • All new filters are Basic filters.
  • Basic filters can be converted to Advanced filters.

Build A Filter

More information about using the Build A Filter >>

Advanced Filters

Advanced

  • Advanced filters are more complicated and are manually written/modified in the Advanced Filter window using SQL.
  • Advanced filters cannot be converted to Basic filters.

Advanced Filter Editor

More information about using the Advanced Filter Editor >>