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Working with the Report Writer Filters

Filters can be used to limit the scope of the report data to a specific data set to help control the accuracy of the results (that is, to be sure you gather the best data set for analysis) as well as keep reports from being too large to run. For example, you may have 20 Email Campaigns, but you only want to view the results of a specific type of messaging included in 5 of the Campaigns.

Most reports have at least one required filter for which a value must be set, but you can add more filters to get the data set 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, interaction, or so on.

Filters are built by specifying a value for a specific column and then determining how to evaluate the value. The filter page contains a Column Group drop-down list that you can use to help locate the column more efficiently. After selecting a column, you select an option that determines the relationship or how to evaluate the value (for example, "Is" or "Is Not" the value that will be specified). In some cases, you will manually enter a value and in others, you will select it.

You will also be able to decide whether any filters you apply can be modified by you (or others) when this report is run. For example, if you choose to 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 running the report again.

If you cannot use the new Filters page that displays in the process flow for creating or editing a report, click the Accessible Filters link from Related Actions and use the older method for working with filters. Refer to Using the Accessible Filters Page.

Click one of the following links to learn more about:

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Creating a New Filter

The columns you select determine the available filters in the report. Because there are multiple available columns in a report, the columns are listed in groups. These groups correspond to the groups of columns in the Available Column list in the Configure Report Columns page.

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

The filter field availability depends on the type of selected column. You construct filters by selecting values from lists, by typing a value or set of values separated by commas, or by enabling a selection.

To create a new filter:

  1. On the Configure Filters page, click Create a filter.
  2. On the first row, select the column group that contains the column for the filter. (These column groups correspond to the Available Columns groups on the Select Columns page and are used to control the next selection list.)
  3. In the first box on the second row, select the column to use for the filter.
  4. In the second box, select the word or phrase that describes the filter relationship to the value (for example, Is in Predefined Range).
  5. In the third box, do one of the following: 
    • Select the appropriate value or values (for example, if you selected Is in Predefined Range in the second box, you can select from the available date parameters such as Today, Yesterday, Last 7 Days, or Last 14 Days).
    • Click select or more to view the selection list, select the appropriate options, and click Apply.
    • Type the appropriate value or values.
    • Click the appropriate checkboxes.
  6. Click Add this filter to add this filter to the filter selection list.
  7. Click Edit at run-time to allow changing the filter when this report is run. Do not select this option to prevent changing the filter values.
  8. Click Save this filter to save the selected filter options.
  9. Click Next.

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Editing a Filter on the Configure Filter Page

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. Click Edit in the selected filter's Actions column.
  2. To change the:
    • Relationship operator, click the second drop-down list in the second line and click the new option.
    • Value of the filter, if the third field displays as: (Note that selecting some values, such as "Is Blank" or "Is Not Blank" causes the third area to disappear.)
      • A drop-down list, click the appropriate value or values.
      • A select or more link, click the link to display the link selection pop-up, and then click the checkboxes of the appropriate options and click the Apply button. The pop-up closes and the option displays on the page.
      • An entry field, enter the appropriate value or values.
      • A series of checkboxes, click the appropriate checkboxes.
  3. For the Edit at run-time checkbox, click it to add the checkmark so that others may change the value set above if they run this report again (or, leave it disabled if the values cannot be changed.)
  4. Click the Save this filter button. The field pane closes and your filter displays correctly on the page.

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Removing a Filter

You may remove only filters that are not required.

To remove a filter: Click the Trashcan in the Actions column. The filter disappears from the list.

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