Filters Quick Overview

The filters included in the Reporter installation are samples you can delete. You can easily make any filter specific to your need of the moment based on precise fields in the data.

Once made, a filter can be used indefinitely on any report. A filter limits the data which appear on reports. After you name a filter, you can set a limitation(s) which focuses on a specific subset of data. Most often you can set enough criteria when running a report so that you do not even need a filter.

Open Filters.

There is no typical filter because a filter's purpose is to pull out a specific subset of data in a unique databese. Usually only one or two settings are enough. The basic steps are:

Step 1.

Add and name the filter.
Add and name the filter.

Step 2.

Define the limitation(s) for your filter. This part requires knowing precisely where in the Reporter the specific data you are seeking resides. Practically every field in the Reporter can be filtered on. For instance, if you are interested in records related to the county in which a job or station resides, click on the Job Limits tab or the Station Limits tab. If, instead, it's where the volunteer lives, find that county code in the Volunteer Limits tab.

Step 3.

Different kinds of fields are set in different ways.

Select an item on a list.
To select an item on a list, click the item once to insert the double arrows >> to its left:

Step 4. Close filters. A filter can then be used on any report.

Checking and Editing a Filter

To see what is in a filter:

Click the Display Filter button.

You can always highlight a filter limitation, click Edit Limitation, and adjust the selection(s) or date range to accommodate your current needs.

Revised

Back to the Home Page.
Back to the Home Page.