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Overview

In the Filters tab, the fields on the table or view chosen in the Data Sources tab can be filtered so that only pertinent entries appear in the table.

To locate this screen navigate to System > Report Writer.

Feature

Filters are cascading. This means that once you select the first filter, all subsequent filters are limited based on the first one. Here are some examples of filter cascading.

Example 1

Here are two filters:

1. Invoice Date Range

2. Company

If you select an invoice date range of 01/01/2019 - 01/31/2019, only companies that have been invoiced during that date range appear in the options for filter 2.

Example 2

Here are three filters:

1. Invoice Date Range

2. Invoice Type

3. Company

If you select an invoice date range of 01/01/2019 - 01/31/2019 and an invoice type of Credit Memo, only companies that have credit memos during that date range appear in the options for filter 3.

Example 3

Here are three filters:

1. Invoice Date Range

2. Company

3. Invoice Type

If you select an invoice date range of 01/01/2019 - 01/31/2019 and Chris Craft Boats as the company, if Chris Craft Boats only has agreement invoices during the date range, only the agreement invoice type appears as the

option for filter 3.

Business Case

Chris, the Service Manager, wants to look for all invoices that were created or completed in the month of June. He sets the following filters:

• Date_Invoice = June 2015

• Date_Paid = June 2015

With the default logic, the filters display invoices that are only created and paid in the month of June. However, with filter logic, he can do "1 or 2" and return invoices that were created this month or paid this month.

Field Descriptions

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<table data-table-width="760" data-layout="default" ac:local-id="61bf7e17-b6db-4444-8b61-12e63bc72657"><colgroup><col style="width: 340.0px;"><col style="width: 340.0px;"></colgroup><tbody><tr><td><p></p><p>Filter Field</p></td><td><p>Displays a list of available fields in the table or view selected or created in the Data Sources tab. Select the field you want to filter from the drop-down. If you are joining tables or views, the title of the table or view that the field is from appears in parentheses next to the name of the field.</p></td></tr><tr><td><p></p><p>Operator</p></td><td><p><span style="color: rgb(84,84,84);">Select an operator based on the data type selected in the Filter Field. Please refer to </span><a href="#_bookmark0"><span style="color: rgb(0,103,177);">Operator</span></a><span style="color: rgb(0,103,177);"> </span><span style="color: rgb(84,84,84);">for more information on each operator type.</span></p></td></tr><tr><td><p>Value(s)</p></td><td><p>Select the value(s) the data is filtered on. Value(s) are determined based on the selected Operator.</p></td></tr><tr><td><p></p><p>Alias</p></td><td><p><span style="color: rgb(84,84,84);">Enter a new filter display name. If this field is blank, the field name shows.</span></p></td></tr><tr><td><p></p><p></p><p></p><p>Blank</p></td><td><p><span style="color: rgb(84,84,84);">Controls the filtering behavior in the report viewer. This check box does not affect the Preview tab of the report designer.</span></p><p></p><p><span style="color: rgb(84,84,84);">Select to return data that matches the Value(s) drop-down or check box. It also returns data that has a blank or null value in in the filter field. To use this check box, first set a Filter Field, than an Operator. A Value(s) can be entered, but it it not required.</span></p></td></tr><tr><td><p></p><p></p><p></p><p>Param</p></td><td><p><span style="color: rgb(84,84,84);">Controls the filtering behavior in the report viewer. This check box does not affect the Preview tab of the report designer.</span></p><p></p><p><span style="color: rgb(84,84,84);">Select to display the filtered report in the report viewer and enable the report end-user to change the filter value. To use this check box, first set a Filter Field, an Operator, and a Value(s).</span></p></td></tr><tr><td><p>Require</p></td><td><p>Select to require this filter to be set to run the report.</p></td></tr></tbody></table>

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<table data-table-width="760" data-layout="default" ac:local-id="3e6add9d-21cb-473f-997b-61674a8262cc"><colgroup><col style="width: 340.0px;"><col style="width: 340.0px;"></colgroup><tbody><tr><td><p>Delete</p><img src="https://xaftxntyjxdujkhgbatj.supabase.co/storage/v1/object/public/purview-attachments/44728355/att_5_for_44728355.png" alt="att_5_for_44728355.png"></td><td><p></p><p>Click to delete the corresponding row.</p></td></tr><tr><td><p>Insert Filter Above</p></td><td><p></p><p>Click to insert a row above the corresponding row.</p></td></tr><tr><td><p>Insert Filter Below</p></td><td><p></p><p>Click to insert a row below the corresponding row.</p></td></tr><tr><td><p>Drag this to change fields order</p><p>.</p><img src="https://xaftxntyjxdujkhgbatj.supabase.co/storage/v1/object/public/purview-attachments/44728355/att_6_for_44728355.png" alt="att_6_for_44728355.png"></td><td><p></p><p><span style="color: rgb(84,84,84);">Enables users to move a row up or down in the list. Click and drag until the space between rows is highlighted and release the mouse button to drop it.</span></p></td></tr><tr><td><p>Show Filters In Report Description</p></td><td><p></p><p>Displays the filters being used in the Description field of the report when the report is viewed in the report viewer. This check box appears when a Filter Field is selected.</p></td></tr><tr><td><p></p><p></p><p></p><p>Require</p><p></p><p></p><p>Parameters in Viewer</p></td><td><p><span style="color: rgb(84,84,84);">Select the number of filter parameters the user must set when accessing this report in the report viewer. The available options are:</span></p><p></p><p><span style="color: rgb(84,84,84);">None (...) - This is the default option.</span></p><p><span style="color: rgb(84,84,84);">All</span></p><p><span style="color: rgb(84,84,84);">At Least One</span></p><p><span style="color: rgb(84,84,84);">The First</span></p><p><span style="color: rgb(84,84,84);">The First Two</span></p></td></tr><tr><td><p></p><p></p><p></p><p></p><p>Filter Logic</p></td><td><p><span style="color: rgb(84,84,84);">Enter filtering logic for the report. You can construct simple to complex logic using this control. If you only have two filters, a simple "1 OR 2" forces your results to meet either the first or the second filter condition. Alternatively, you can nest parenthesis and combine logical operators to form sophisticated advanced filters.</span></p><p></p><p><span style="color: rgb(84,84,84);">Using the example, "(1 OR 2) AND (3 OR 4)", results are filtered conditionally based on meeting either Filter 1 or Filter 2, in addition to meeting either Filter 3 or Filter 4.</span></p></td></tr></tbody></table>

Operator

The table below lists the operator types, the operator filters, and the operator type descriptions.

<table data-table-width="760" data-layout="default" ac:local-id="de4609c6-ef11-4152-9fd9-5feb90c25efa"><colgroup><col style="width: 226.67px;"><col style="width: 226.67px;"><col style="width: 226.67px;"></colgroup><tbody><tr><td data-highlight-colour="#333333"><p><strong><span style="color: rgb(255,255,255);">Type</span></strong></p></td><td data-highlight-colour="#333333"><p><strong><span style="color: rgb(255,255,255);">Filter</span></strong></p></td><td data-highlight-colour="#333333"><p><strong><span style="color: rgb(255,255,255);">Description</span></strong></p></td></tr><tr><td><p>Available for all</p></td><td><p></p><p>...</p></td><td><p><span style="color: rgb(84,84,84);">Select when no filter is used.</span></p></td></tr><tr><td><p>Available for all</p></td><td><p></p><p>Blank</p></td><td><p></p><p>Determines if the field is blank.</p></td></tr></tbody></table> <table data-table-width="760" data-layout="default" ac:local-id="b1218bf8-6aeb-44dd-bdf3-326c43e5c796"><colgroup><col style="width: 226.67px;"><col style="width: 226.67px;"><col style="width: 226.67px;"></colgroup><tbody><tr><td><p>Available for all</p></td><td><p></p><p>Isn't Blank</p></td><td><p></p><p>Determines if the field is not blank.</p></td></tr><tr><td><p>Available for all</p></td><td><p>Use Previous OR</p></td><td><p></p><p>Uses the previous field's filter as its own filter.</p></td></tr><tr><td><p></p><p>Boolean</p></td><td><p></p><p>True</p></td><td><p>Determines if the value in the field is true. The number 1 and the text "(T|t)rue" are interpreted as true.</p></td></tr><tr><td><p></p><p>Boolean</p></td><td><p></p><p>False</p></td><td><p>Determines if the value in the field is false. Values other than the number 1 and the text "(T|t)rue" are interpreted as false.</p></td></tr><tr><td><p>Comparison</p></td><td><p>Is Less Than</p></td><td><p>Displays items whose values are less than the input values.</p></td></tr><tr><td><p></p><p>Comparison</p></td><td><p>Is Greater Than</p></td><td><p></p><p>Displays items whose values are greater than the input values.</p></td></tr><tr><td><p>Comparison</p></td><td><p>Between</p></td><td><p>Displays items whose values lie between the input values.</p></td></tr><tr><td><p>Comparison</p></td><td><p>Isn't Less Than</p></td><td><p>Displays items whose values are not less than the input value.</p></td></tr><tr><td><p></p><p>Comparison</p></td><td><p>Isn't Greater Than</p></td><td><p></p><p>Displays items whose values are not greater than the input value.</p></td></tr><tr><td><p>Comparison</p></td><td><p>Isn't Between</p></td><td><p>Displays items whose values are not between the input values.</p></td></tr><tr><td><p>Date &amp; Time</p></td><td><p>Equals (Calendar)</p></td><td><p>Enables you to select a date from a calendar pop-up to filter on. This filters items from the selected date.</p></td></tr><tr><td><p>Date &amp; Time</p></td><td><p>Doesn't Equal (Calendar)</p></td><td><p>Enables you to select a date from a calendar pop-up to filter on. This filters items from any date other than the selected date.</p></td></tr><tr><td><p></p><p>Date &amp; Time</p></td><td><p></p><p>Between (Calendar)</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to select two dates from a calendar pop-up to filter on. This filters items between the two selected dates.</span></p></td></tr><tr><td><p>Date &amp; Time</p></td><td><p>Isn't Between (Calendar)</p></td><td><p>Enables you to select two dates from a calendar pop-up to filter on. This filters items from any date other than those between the two selected dates.</p></td></tr><tr><td><p>Date &amp; Time</p></td><td><p></p><p>In Time Period</p></td><td><p></p><p>Enables you to select from a list of time periods to filter on.</p></td></tr><tr><td><p></p><p>Date &amp; Time</p></td><td><p></p><p>Less Than Days Old</p></td><td><p><span style="color: rgb(84,84,84);">Enables a single numeric entry to represent the days and uses that as a filter. This filters items that are less than the number you specified..</span></p></td></tr><tr><td><p></p><p>Date &amp; Time</p></td><td><p></p><p>Greater Than Days Old</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to enter a single numeric entry to represent the days and uses that as a filter. This filters items that are greater than the number you specified.</span></p></td></tr><tr><td><p></p><p>Date &amp; Time</p></td><td><p></p><p>Equals Days Old</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to enter a single numeric entry to represent the days and uses that as a filter. This filters items that are only as many days old as you specified.</span></p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p></p><p>Equals</p></td><td><p><span style="color: rgb(84,84,84);">Filters items based on the manual text entry of comparison value(s) separated with commas for easy copy and paste from CSV.</span></p></td></tr></tbody></table> <table data-table-width="760" data-layout="default" ac:local-id="596aa305-d8cd-4f4e-a615-91a11c67cb07"><colgroup><col style="width: 226.67px;"><col style="width: 226.67px;"><col style="width: 226.67px;"></colgroup><tbody><tr><td><p></p><p></p><p>Equivalence</p></td><td><p></p><p></p><p>Equals (List)</p></td><td><p><span style="color: rgb(84,84,84);">Filters items based on the manual text entry of the comparison value(s) separated by intelligently parsed delimiters. User delimiter use must be consistent; for example: 1, 2, 3, 4 or 1-2-3-4 or 1 2 3 4</span></p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p>Equals (Autocomplete)</p></td><td><p>Filters items based on the manual text entry of the comparison value(s) that displays a list of options as you type. Separate each value with a comma.</p></td></tr><tr><td><p></p><p></p><p></p><p>Equivalence</p></td><td><p></p><p></p><p></p><p>Equals (Select)</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to select a single value from a drop-down list.</span></p><p></p><p><strong><span style="color: rgb(84,84,84);">Note</span></strong><span style="color: rgb(84,84,84);">: There is a limit to the returned results when using this filter. This is not a set limit, however, and can vary between partners. We suggest using Equals (Autocomplete) or using a Date &amp; Time filter first to narrow your results.</span></p></td></tr><tr><td><p></p><p></p><p></p><p>Equivalence</p></td><td><p></p><p></p><p></p><p>Equals (Multiple)</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to select multiple values from a scrollable list. Use Ctrl + click (or Cmd + click) to highlight multiple values.</span></p><p></p><p><strong><span style="color: rgb(84,84,84);">Note</span></strong><span style="color: rgb(84,84,84);">: There is a limit to the returned results when using this filter. This is not a set limit, however, and can vary between partners. We suggest using Equals (Autocomplete) or using a Date &amp; Time filter first to narrow your results.</span></p></td></tr><tr><td><p></p><p></p><p></p><p>Equivalence</p></td><td><p></p><p></p><p>Equals (Popup)</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to select multiple values from a pop-up list of check boxes.</span></p><p></p><p><strong><span style="color: rgb(84,84,84);">Note</span></strong><span style="color: rgb(84,84,84);">: There is a limit to the returned results when using this filter. This is not a set limit, however, and can vary between partners. We suggest using Equals (Autocomplete) or using a Date &amp; Time filter first to narrow your results.</span></p></td></tr><tr><td><p></p><p></p><p></p><p>Equivalence</p></td><td><p></p><p></p><p>Equals (Checkboxes)</p></td><td><p><span style="color: rgb(84,84,84);">Enables you to select multiple values from a scrollable list of check boxes.</span></p><p></p><p><strong><span style="color: rgb(84,84,84);">Note</span></strong><span style="color: rgb(84,84,84);">: There is a limit to the returned results when using this filter. This is not a set limit, however, and can vary between partners. We suggest using Equals (Autocomplete) or using a Date &amp; Time filter first to narrow your results.</span></p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p></p><p>Doesn't Equal</p></td><td><p>Filters items based on the manual text entry of comparison value(s) separated with commas for easy copy and paste from CSV. This returns items that do not equal the specified text.</p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p>Doesn't Equal (Select)</p></td><td><p>Enables you to select a single value from a drop-down list. This returns items that do not equal the selected value.</p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p></p><p>Doesn't Equal (Multiple)</p></td><td><p>Enables you to select multiple values from a scrollable list. Use Ctrl + click (or Cmd + click) to highlight multiple values. This returns items that do not equal the selected values.</p></td></tr><tr><td><p></p><p>Equivalence</p></td><td><p>Doesn't Equal (Popup)</p></td><td><p>Enables you to select multiple values from a pop-up list of check boxes. This returns items that do not equal the selected values.</p></td></tr><tr><td><p>Field Comparison</p></td><td><p>Is Less Than (Field)</p></td><td><p>Enables you to compare one field to another. Determines if the first field is less than the second field.</p></td></tr><tr><td><p>Field</p></td><td><p>Is Greater</p></td><td><p>Enables you to compare one field to another. Determines if the first field is greater than</p></td></tr></tbody></table> <table data-table-width="760" data-layout="default" ac:local-id="9e85490c-e040-4111-95dd-ef7951ec0100"><colgroup><col style="width: 226.67px;"><col style="width: 226.67px;"><col style="width: 226.67px;"></colgroup><tbody><tr><td><p>Comparison</p></td><td><p>Than (Field)</p></td><td><p>the second field.</p></td></tr><tr><td><p>Field Comparison</p></td><td><p></p><p>Equals (Field)</p></td><td><p>Enables you to compare one field to another. Determines if one field value equals another. This is useful for joining tables on multiple fields.</p></td></tr><tr><td><p>Field Comparison</p></td><td><p>Not Equals (Field)</p></td><td><p>Enables you to compare one field to another. Determines if one field value does not equal another.</p></td></tr><tr><td><p>String</p></td><td><p>Like</p></td><td><p>Determines if the value of the field contains the given text.</p></td></tr><tr><td><p>String</p></td><td><p>Isn't Like</p></td><td><p>Determines if the value of the field does not contain the given text.</p></td></tr><tr><td><p>String</p></td><td><p>Begins With</p></td><td><p>Determines if the value of the field begins with the given text.</p></td></tr><tr><td><p>String</p></td><td><p>Ends With</p></td><td><p>Determines if the value of the field ends with the given text.</p></td></tr></tbody></table>