PC: Filtering Reports

Filter Your Report

Does your report give you more data than you need? Use filters to pare down your report until it only shows the data that you want.

Potential use cases:

  • A State Coordinator wanting to see a specific Chapter’s information
  • Viewing a report that shows Year-to-Date, but you need last year’s information or want to see a specific date range

Let’s say you have a report of Members Engagements with fields like Chapter Name and Event Start Time.

  • Reports that begin with “SC:” include all Chapters within that state, plus “the gray space” or the State’s rural areas between chapters.

These two filters return results for all engagement located within the viewing State Coordinator’s boundaries. This could be multiple states (NV/UT), or a partial state (NorCal, SoCal), but most will follow traditional state lines.

Filter a Report in Lightning Experience - Chapter

  • On the Reports tab, click a report to open it.
  • Select the Filters button.
  • Select a Field Filter from the list that appears on the left side of the report. In our example, you’d select Chapter Name.
    • Which filters are available to alter depends on the field filter that your administrator set up on the original report.
  • Select an operator for the filter and type the filter value in the next field. In our example, you’d select equals and type in the name of the specific chapter you want to view.
    • If you are unsure of exactly how a chapter is named, you can use an operator such as Contains or starts with.
    • If you would like to view multiple chapters, you may list them with comma separators (for example: Inland Empire, San Diego would show 2 chapter’s information
  • Click Apply. The report (and any charts shown) will refresh to show the filtered data.
    • The report will revert back to the original settings and making these changes will not save the report this way.

Filter a Report in Lightning Experience - Dates

  • On the Reports tab, click a report to open it.
  • Select the Filters button.
  • Select a Field Filter from the list that appears on the left side of the report. In our example, you’d select Event Start TIme.
  • Select an operator for the filter and type the filter value in the next field. In our example, you’d select equals and type in LAST YEAR
    • You can also specify a date range by using 2 Start Date Filters with operators equal to Greater than or equal beginning date and Less than or equal end date.
  • Click Apply. The report (and any charts shown) will refresh to show the filtered data.

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