Filtering reports
When you run or download a report, you can choose to include only records that relate to a specific time period or choose records that contain specific sample information or data. You do this by selecting a filter to apply to the report.
When installed, the Interviewing activity includes several different filters, which you can amend to suit your own requirements. You can also add your own filters, or delete filters that you no longer want. You define a filter by writing a filter expression.
You cannot change or delete the “Other” and “No limit” filters installed with the Interviewing activity. The Appointments Summary report ignores any filter that you have selected, and the cross project reports ignore datetime filters.
To add a date filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Date Filter tab.
3 In Name, enter the name of the filter. The maximum length is 128 characters.
4 In
Filter expression, enter the expression for the filter. The maximum length is 512 characters. For more information, see
To write a filter expression.
5 Click Add, and then click OK.
To edit a date filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Date Filter tab.
3 In Filters, select the filter you want to edit and click Edit.
5 Click OK.
To delete a date filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Date Filter tab.
3 In Filters, select the filter you want to delete and click Delete.
To add a sample filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Sample Filter tab.
3 In Name, enter the name of the filter. The maximum length is 128 characters.
4 In
Filter expression, enter the expression for the filter. The maximum filter expression length is 512 characters. For more information, see
To write a filter expression.
5 Click Add, and then click OK.
To edit a sample filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Sample Filter tab.
3 In Filters, select the filter you want to edit and click Edit.
5 Click OK.
To delete a sample filter
1 From the Tools menu, choose Set Filters. The Set Filters dialog opens.
2 Select the Sample Filter tab.
3 In Filters, select the filter you want to delete and click Delete.
To write a filter expression
The expression text that you use in filter expressions must be supported by the UNICOM Intelligence Data Model and can include functions from the UNICOM Intelligence Function Library. For more information, search for “Expression evaluation” in the UNICOM Intelligence Developer Documentation Library.
See also