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3. Filters & Conditions   
Page last modified on Monday, September 24, 2018 9:40 AM (by Nash DeVita) (initially created on Wednesday, July 20, 2011 12:13 PM)
Assigned to: Ad-Hoc Report Wizard: Legacy Reports
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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.

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.


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.

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