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Creating Report Filters
A report filter is created within a report and limits what is displayed on the report. There are Single Filters and Grouped Filters. Single Filters can be String filters or Date filters:
String Filters
- Click the Create New Filter button and select the String option from the Column Type drop down.
- Defining a String Filter
- Name of the filter text box is free text and identifies this particular filter
- Report Column Name text box needs to match the name of the column to filter against in the SQL. (Note: if the name does not match Publisher will not recognize it as an available option in the list of valid filters)
- Column Format is only valid for Date Filters
- Operator is only valid for Date Filters
- ID is auto-generated by FAMIS when a Filter is saved
- Default value is the value or multiple values that will be selected and works best based on numeric values or id’s
- Selection List SQL is two columns defined as: “The first column defines the values that will be passed to the report in the where clause. The second column defines the text value that appears in the selection list”
- Click on Allow selection of multiple values drop down and select Yes or No, depending if you want the filter to pass multiple values to the report in one selection
- Enter the size of the select list from the drop down Size of select list
- Finally, click the Save button to save the filter
- Click on List of Available filters button and you will the newly created filter added to the list.
Date Filters
- Click the Create New Filter button and select the Date option from the Column Type drop down.
- Defining a Date Filter
- Applying a Date Filter
Associating a filter with a report Modifying a Filter Grouped Filter