Choose Report Filters (Account Reports)

Access:   >  Account Settings > Reports > (Add or Edit a Report) > Filters

Report Filters enable you to restrict the amount of data that is returned in a report based on various criteria.

As described below, filters can be:

• date-based (Date Filters)

• based on the values of pre-defined fields relevant to that report (Standard Filters)

• generated dynamically at the time the report is run (Drill-Down Filters)

• field-specific (Advanced Filters)

How to Use Report Filters

1. Build a filter for the selected report, using the options in the sections below.

2. Click Save to save the filter settings.

To View Filtered Data

1. Click Run Report. A Report Results window opens, showing a list of filtered records.

2. Click a Row number to open a record.

Date Filters

You can specify up to two date/time-based intervals on which to filter data.

Date Filters restrict the data displayed in the report to records that exist within the specified date ranges.

All date fields are grouped in the select menu for the filter fields, including Date Type custom questions.

To create a Date Filter:

1. Begin with Interval #1

2. In the first drop-down list, select a report parameter (e.g., Reg Date Created).

3. In the second drop-down list, select a pre-existing date-range to apply to that report parameter (for example, Future, Today, This Month, etc.), or select Custom to define your own date range.
   
   So if you select Reg Date Created in the first list and Today in the second, your report would include only those registrations created on the day you run it.

4. If you selected Custom, enter the Start Date / Start Time and End Date / End Time).
   • Enter dates in MM/DD/YYYY format (or use the calendar), and times in 24-hour format (HH:MM:SS), based on U.S. Pacific Time.

You can add a second date filter.

1. By default, the Interval #2 begins with "AND". You may select "OR" instead'.

2. Select a report parameter and a date range, as you did for Interval #1.

Standard Filters

You can select various Certain pre-designed Standard Filters with which to filter data.

Standard Filters restrict the data displayed in the report to records that match commonly selected parameters.

The Standard Filters that are available to you (and are displayed on this Choose Report Filters page) depend upon the report type.

Example 1: A Registrations report includes Standard Registration Filters such as Complete  being [Any], Yes, or No.

Example 2: A Charges report includes Standard Registration Filters plus Standard Charge Filters such as Transaction Type.

To utilize one or more Standard Filters:

1. Choose the Standard Filters that match your needs by selecting from the corresponding drop-down list(s).

2. The default values for all Standard Filters is [Any], meaning "any value". Selecting [Any] provides the most inclusive results, since no filter is applied.

Drill-Down Filters

This section enables you to view different subsets of report results while is the report is being run.

For instance, if you are running a report that includes the parameter Registration Status, sometimes you might want to see all the registrations that have the status=Attended. Other times you want to see registrations that have the status=Cancelled. Using a Drill-Down Filter you can switch quickly and easily between these two views.

To utilize one or more Drill-Down Filters:

1. From a Drill-Down drop-down list, select the report parameter that has the subset results you want to view. This parameter is one that has been designated as a column in that report (e.g., Status).
   The columns that are available to use as Drill-Down Filters depend upon the report type. For example, the columns available for a Registrations report include Complete, Paid, Registered, Attendee Type, Attendee Type Type, Reg Status, and Status Type.

2. Run the report. The Report Results window opens.

3. From the Drill-Down section on the Report Results page, select the results you want to view.

4. Click the Drill-Down button.

Advanced Filters

Here you can set up and apply logic rules with which to filter data. These Advanced Filters enable you to create highly customized reports. You may create up to ten advanced filters on any report. You may select numeric values in the advanced filters, but you must use the Date Filters above to filter on date fields.

To create an Advanced Filter:

1. Select the Column that you wish to use to filter data.

2. Select an Operator, specifying how the data field contents will be evaluated; for example, equals ( = ) or is not equal to ( <> ).
   Details of operators available.

3. Specify a Value.
   You can enter an open-ended value in the text box:a text string such as "North Carolina" or "@certain.com."
   For "Yes", enter the numeral 1; for "No", enter the numeral 0.
   Or, if shown, click the Pick List icon to see a list of predefined values.

4. If you are using two or more Advanced Filters, select a statement connector from the drop-down list as the logic to join your filters.

1. • If you select and between two filters, records will be included only if both conditions are true.

   • If you select or between two filters, records will be included only if one or the other of the conditions is true.

   • The )and( selection enables you to complete the grouping identified by the previous Advanced Filters, create another grouping of the subsequent Advanced Filters, and join these two groups with a logical and. Use the )and( selection when you wish to join groups that use or internally.

   • The )or( selection enables you to complete the grouping identified by the previous Advanced Filters, create another grouping of the subsequent Advanced Filters, and join these two groups with a logical or.
     
     Use the )or( selection when you wish to join groups that use and internally.

For example: