Advanced Filtering

No ratings

When selecting from the “Type” filter, advanced filtering will be activated, enabling thresholds to be set to further filter data.

  1. Click “Edit Thresholds,” shown circled in the following image.

Report-Builder-Advanced-Filtering-768x414.png

  1. Select a “Criteria” from the drop-down menu, indicated by a blue arrow in the following image.
  2. Select a “Subject” from the drop-down menu, indicated by a pink arrow in the following image.

*Note:To select more than one subject, click and hold “Ctrl” on the keyboard, then select each desired subject, as indicated by the blue arrow in the following image.

  1. Click the “0” to the right of “Threshold Minimum,” indicated with a yellow arrow. Enter the desired value and press “Enter” on the keyboard.
  2. Click the “0” to the right of “Threshold Maximum,” indicated with a green arrow. Enter the desired value and press “Enter” on the keyboard.

Report-Builder-Advanced-Filtering-2.png

 

To add a second set of criteria, use the optional “Join” feature.

  1. Select either “Or” or “And” from the drop-down list, indicated with a blue arrow in the following image.

Report-Builder-Advanced-Filtering-3-768x443.png

  1. Select “Criteria” for “Advanced Threshold 2” using the drop-down menu indicated with a blue arrow in the following image.

Report-Builder-Advanced-Filtering-5.png

  1. Select a “Subject” from the drop-down menu, indicated with a blue arrow in the following image.

*Note: To select more than one subject, click and hold “Ctrl” on the keyboard, then select each desired subject, as indicated by the blue arrow in the following image.

  1. Click the “0” to the right of “Threshold Minimum,” indicated with a pink arrow. Enter the desired value and press “Enter” on the keyboard.
  2. Click the “0” to the right of “Threshold Maximum,” indicated with a yellow arrow. Enter the desired value and press “Enter” on the keyboard.
  3. Click “Return to Filters,” circled in green in the following image.

Report-Builder-Advanced-Filtering-4-1024x566.png