Manage report criteria

Filtering reports is an ideal way to refine the amount of data running a report extracts from the system. In a Report detail view, create filters by adding conditions or groups of conditions in the Report criteria panel.

Hide/collapse this panel by selecting the icon, and show/expand it by selecting the icon.

Create refinement conditions by using the pre-populated dropdown menus. The contents of this menu depend on the report you are filtering and operators, such as like and not equals to in turn depend on whether you have selected a parameter that is text or a number. Boolean logic applies. For complex filtering create groups of conditions.

Icon	Description
	Add a new group of conditions.
	Remove both the group and all conditions within that group.
	Add a new condition, within or outside a group. You can also create nested conditions.
	Remove a condition.

When applying operators, use % for wildcard characters.

To remove filtering:

Option	Description
Set default	Sets the default for the report to the current conditions. Note: This option applies to user-modified reports only. It does not apply to standard reports.
Reset	Reverts to the default filter. If no default has been set, all conditions will be cleared.
Clear	Removes all displayed conditions.

Date operators

The following table describes all possible date operators.

Date operator	Description
After	After, but not including the selected date.
Before	Before, but not including the selected date.
Between	Between, and including the two selected dates.
From	From, but not including the selected date. If “Today” is selected, the report shows data from the day after today’s date. If a number of weeks or months is selected, the counting of number of weeks or months is started on the day after today’s date.
Until	Until, but not including the selected date. If “Today” is selected, the report shows data until the day after today’s date. If a number of weeks or months is selected, the counting of number of weeks or months is started on the day after today’s date.
In	Between today and the date when the selected number of weeks or months has passed. The selected number of weeks or months is counted from today’s date.
Within next	Between today and the date when the selected number of weeks or months has passed. The selected number of weeks or months is counted from the day after today’s date.
Not in	Not between today and the day when the selected number of weeks or months has passed. The selected number of weeks or months is counted from today’s date.
Within	Between the selected number of weeks or months before today’s date and today. The selected number of weeks or months is counted from today’s date.
Within last	Between the selected number of weeks or months before today’s date and today. The selected number of weeks or months is counted from the day after today’s date.
Not within	Not between the selected number of weeks or months before today’s date and today. The selected number of weeks or months is counted from today’s date.