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Working with the Accessible Report Writer Filters

Use filters to limit report data and control results accuracy (that is, ensure that you gather the best data for analysis) and to keep reports from being too large to run. For example, you might have 20 email campaigns, but you want to view the results of only a specific type of messaging included in five of the campaigns.

Most reports have at least one required filter, but you can add more filters to get the data you want. For example, you can build a date filter to gather the data for a specific time period or a type filter to include only the data for a specific type of message, TeamRaiser event, or interaction.

Filters are built by specifying a value for a specific column and then determining how to evaluate the value. The Column Group list helps you locate the column. After selecting a column group, you select the appropriate operator that determines the relationship or how to evaluate the value (for example, Is or Is Not). In some cases, you manually type a value and in others you select it.

You also decide whether you or others can modify the filters when this report is run. If you restrict your report by campaign name and enter "Campaign #1" as your own choice, you might allow others (and yourself) to choose a different campaign name when the report is run again.

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Creating a New Filter

Filters are based on the columns in the report. Because there are many available columns in a report, the columns are listed in groups. These groups correspond to the groups of columns in the Available Column list on the Configure Report Columns page.

The selected filter column directly affects the relationship values and filter fields that appear. The relationship values (for example, Is, Begins With, Contains) determine how to evaluate the information in the value field unless you select Is Blank or Is Not Blank, which removes the final filter field entirely.

The available filter fields depend on the selected type of column. Construct filters by selecting values from a list, typing a value or set of values separated by commas, or selecting checkboxes.

To add a new filter from the Accessible Filter page:

  1. From Related Actions, click Accessible Filters.
  2. On the Filters page, click Add a New Reporting Filter
  3. On the Configure Filters page:
    1. From the Column Group list, select the group that contains the column on which to base your filter.
    2. From the Column list, select the column to use as a filter.
    3. From the Operator list, select the appropriate mathematical operator to evaluate the value you specify.
    4. In the Value box, type or select the appropriate filter value. Some operators such as Is Not Blank do not require a value.
    5. Select Yes, the filter values can be modified by others each time the report is run unless you do not want the values defined in this filter to be changed. (In the example, select Yes allows others to type a different value for the number of opens when running the report.)
  4. Click Finish.

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Editing a Filter

Some required filters must be edited to add a value before the report can be run. You may also want to change values in other filters.

To edit a filter:

  1. From Related Actions, click Accessible Filters.
  2. On the Filters page, click Edit in the filter's Actions column.
  3. On the Edit Filter Criteria page, change the Operator or Value as appropriate.
  4. Click Finish.

Removing a Filter

To remove a filter that is not required: Click Delete in the filter's Actions column. The filter is removed from this report.

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