Add Report Filters

Filters are used to control the information shown when running a report. 

  • Adding an ID field  as a filter allows you to check a box and select which of the specified records you would like to include in your report. For example, adding the Provider ID field allows you to select which providers to include in your report. 

  • Adding a Text field as a filter will allow for the result set to be constrained only to those results where the value in the corresponding field matches the text specified in the filter window. Text filters can be applied as exact or partial searches.

  • Adding a Numeric field as a filter will allow for the result set to be constrained only to those results where the value in the corresponding field matches the numeric value specified in the filter window.  Numeric filters can be applied using the comparators: equal to, does not equal, greater than, greater than or equal to, less than, less than or equal to or between.

  • Adding a Monetary field as a filter will allow for the result set to be constrained only to those results where the value in the corresponding field matches the dollar value specified in the filter.  Monetary filters can be applied using the comparators: equal to, does not equal, greater than, greater than or equal to, less than, less than or equal to or between.  

Follow the steps below to add filters to a report.

  1. Select Reports > Builder

  2. Use the Show All button to view all custom reports. Or use the Search Bar to further drill down your search.

  3. Select the Reports from the list. 

  4. In the Report Fields pane

    1. Expand the Report Field category you wish to filter the report off of. 

    2. Or use the Field Search to search for fields in all categories. 

      When using the search feature, the list will filter fields that have a full or partial match related to the text entered. To refine results simply expand the category folder.

  5. Drag and drop the field into the Filters pane.