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1. Filter Alias

This alias will be the display text for this filter within the report at runtime, if visible. The alias must be unique inside the whole report. Any duplicated value will result in an error message. The alias can contain any characters except for [” and “]”.

2. Filter Visibility

A filter with a fixed condition (such as ‘Directorate’ always equals “Corporate Services”'Corporate Services') should be hidden at runtime.

Info

Note: You may wish to always set your system period filter to the current period within your reports and hide it to ensure users do not accidentally access data from archived periods e.g. 17/18.

3. Mandatory Filters

A mandatory or required filter will force the user to enter filter values in order to run it. Contrary to a fixed condition, a report could be more flexible if the ‘Directorate’-equals-'Corporate Services' filter is visible and not required. Then the report still shows Actions in Corporate Services by default, but the end-user can select another Directorate or even empty the value to show all Actions across Directorates.

4. Cascading Filters

A cascading filter will constrain the available values in other filters behind it. For example, if a report has two filters: System Period and Directorate, and a value was selected for System Period, then the only possible values that can be selected for Directorate will be ones with a match for the current System Period.

5. Sorting Filter Values

Choose sorting order for filter values: unsorted, ascending or descending by repeatedly clicking the icon.

6. Filter Conditions

Select the operator group Comparison, Equivalence, Field Comparison or String and select the specific operator.

Now you can enter or select the fields or values depending on each operator.

Info

Note: The list of available operators depends on the data type of the field:

Operator Type / Operator

Text

Numeric

Money

Datetime

Boolean

Image

LOB

.../Blank/Not Blank

Y

Y

Y

Y

Y

?

?

Comparison

Y

Y

Y

Y

Y

?

?

Equivalence

Y

Y

Y

Y

Y

?

?

Field Comparison

Y

Y

Y

Y

Y

?

?

Date & Time

Y

String

Y

Boolean

Y