Static vs. Dynamic Report Filters

Filters can be set as Dynamic or Static. By default, all fields added to the Filters list are set to Dynamic. 

  • Dynamic: These filters are blank within the Filter window at run-time, allowing you to set your desired values prior to running the report.

    • For example, If you want to see a detailed report of all your insurance payments, a dynamic filter could be used to filter out any payer you do not want to pull into your report.

  • Static: These filters contain a predefined value that is used each time the report is run.  Static filters are useful in situations where the same filter criteria is applied to a report every time it is run.  Rather than having to set the same value for the filter field every time the report is run.

    • For example, if you want to see a detailed report that always displays information for all claims month to date, use the Claim From Date field and specify it as Static with a value of 'This Month'

Follow the steps to set a field as a Static filter.

  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 Report 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 Report Fields 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. Once you've located the field drag and drop the field into the Filters pane.

  6. Right click on the field within the Filters pane, select Filter Type: Static.

    If Static is selected, an 'S' will be displayed next to the field in the Filter list.  

  7. A window will open where you can specify the specific filter value that will be applied to the search criteria every time you run the report.

  8. Click Done.

You're unable to edit Static filter values directly within the Filter window. The field can be reverted to Dynamic at any time by editing the report in the Report Builder. Right-click on the field within the Filters pane, select Filter Type then Dynamic.