Filter Data in Reports

Ad Hoc reports are designed to include all data for the report area. Filters can be applied to your reports, allowing you to view only the data you want to see.

1. In Manage Report, add all columns you want to include in your report.

   Note: Only the columns added to the report will be available when filtering.

2. Click on the Filter icon at the top of the report.

   

3. In the Filters screen, build your filters based on the columns included in your report.

   1. Click on Add rule to create a new rule.

      

   2. In the rule, click on Add condition to create a new condition. In this condition, you will choose the Column, Filter, and Value that represents the data you want to view.

      Note: If your program supports multiple languages, it is recommended to filter by the ID for the program, forms, etc instead of Name to show results for all languages. The Name column - such as Name (Program) - only pulls results for your default language.

   3. Optional - Click on Add condition to define more conditions for other columns.

      

      Tip: As you build the filter, the callout at the top of the screen automatically updates to show the conditions in plain text.

   4. Directly above the conditions, select All or Any to define how the data should be evaluated against the conditions.

      • All - Only data that matches all conditions in the rule will be shown in the report.

      • Any - Data that matches any of the conditions in the rule will be shown in the report. Data may match one or multiple conditions.

      Note: By default, this is set to All. This is only relevant if there are multiple conditions.

4. Click on Apply filters to add it to the report.

5. Save your changes.

When you view, send, or schedule the report, the filters created will be applied. Only the data matching your rules and conditions will be included in the report.

 

Frequently asked questions