The Aggregate Report Builder allows users to filter the data within an aggregate report grid in several different places to display different results. The scope of the filter can start broadly with an entire feeder report and gets as specific as an individual cell. However, it's not necessary or required to use filters in all possible locations; it can just provide flexibility for what records are pulled into the aggregate report grid.

Note: Creating a filter for an aggregate report is similar to creating a filter for a standard report; however, not all the options available in a traditional report filter are available in an aggregate report filter. To learn the basics of report filters, click here.

Follow the steps listed below to learn how to add filters throughout an aggregate report.

This is the widest filter you can apply within an aggregate report. It limits the results from the feeder report that could be used in any report grid, similar to using a Global Value in a standard Apricot report.

To filter a data source, click the green text of the feeder report's name in the Data Sources section. Then, click the + icon in the Data Source Properties to add a dropdown for a filter rule.

Choose the data point from the feeder report you want to filter on in the dropdown field. Depending on the data type of the column selected, additional dropdown fields will appear. Then, state the condition that should be met in order to display the data in the report.

Once you've built your filter, select Apply then refresh the data sources to update your grid.

Filters can only be applied to the values in an entire column if the aggregate report section's type is either 'Single Source' or 'Source per Column'. To learn more about grid types, click here.

Click the column's header. Here, you can edit the name or label of the column. The name of the feeder report section will also be listed under Data Source. You can click its green text to open the feeder report in a new tab. It can be very useful to have the feeder report section available as a reference when you're setting up a new filter.

Click the + icon next to Filters to add dropdown fields for your filter rule. This report is filtering the data source for this column to only count records of a specific service type (ex. Group Counseling).

Once you're finished, select Apply and refresh the data sources to update your grid. You can identify which columns (and rows) have filters added to them by the '~' next to the header name.

Similar to columns, filters can be applied to an entire row if the aggregate report section is set to 'Single Source' or 'Source per Row'.

Click the row header, then follow the instructions of the previous step to add a filter on the row's values. This grid row is filtering the data source for records associated with a specific program.

No matter what section type is selected for a grid, you can click into an individual cell and add a filter to it using the same instructions as the previous steps. The example report below filters its bottom right-most cell for any data source records where the Service Time in Hours recorded is less than one hour.

Be sure to apply all property changes and refresh your data sources after any filter, then save and publish your report from the Report Actions palette to make your changes available to any user running the report.