2. Filers and Conditions
  • 26 Jan 2024
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2. Filers and Conditions

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Article summary

 Filters & Conditions   

Ad-Hoc Wizard: Filters & Conditions

The third step in the wizard provides the ability for granular filtering and conditions to be applied to the report.

Filters and Conditions tab on Report Manager

 
To better understand how to use the filters/conditions functionality, lets breakdown the components. In the picture below each of the components of the filtering control are numbered.

Filter Controls

 

Filtering Control

 
1: And/Or Selector: Used to determine if a new expression is being added as an AND or OR condition

2: Add New Filter Expression: Adds a new filter expression to the list of conditions (takes into consideration the And/Or Selector)

3: Add Expression Group: Adds a new sub-grouping of expressions to be used in complex conditions. (takes into consideration the And/Or Selector between groups)

4: Remove Filter Item: Removes the filter/condition from the list of applied filters and conditions



Saving and Previewing

Once the filters/conditions have been specified, click Save & Preview Filter(s) to save the filters to the Ad-Hoc report and bind the results to the grid on the screen for a preview of what the results would be. If the results need to be modified they can be done so by changing the filters/conditions defined on the screen and clicking Save & Preview Filter(s) again.

An example of filtered results is shown below.

Filtered Results

 

 

 

 


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