COBBLESTONE SOFTWARE

Contract Insight — User Guide

2. Filers and Conditions

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard: Legacy Reports › 2. Filers and Conditions

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Once fields are chosen for a list-built ad-hoc report, a Filter step limits which rows come back: rows must match a set of conditions, with groups of conditions nestable to mix ALL and ANY logic — the same filter builder used in the full report designer.

2. Key Elements

• "Rows must match these conditions. Groups can be nested to mix ALL and ANY."
• A filter can't be built until at least one column has been chosen — "a report filters on the columns it outputs"
• The same conditions can later be exposed as a run-time prompt via "Ask for filter values when the report is run"