When working with larger data sets, grouping a report section by a particular column can help organize information and display relevant information quicker than scrolling through every row in a report.

Group Filters allow you to go a step further and filter a grouped report section by user-selected criteria in order to surface more impactful data. Follow the steps listed below to learn how to add a Group Filter to your report.

In order to create a Group Filter, your report data must first be grouped by at least one column. This is done by editing the column's properties and selecting 'Yes' under "Group By This Column."

We've grouped our example report by the participants' names. This allows us to view every participant that has ever enrolled in a program, while each grouping's Row Count reflects how many programs the individual has been enrolled in.

This is different from the count that can be found at the bottom-right of the report section (in our report, it's counting the total rows of data in the entire report section). To learn more about report section counts, click here.

As soon as your report is grouped by a column, a 'Group Filters' section will appear at the top of your report section. Click the + icon next to it to open the Group Filter Properties window.

The Rule dropdown field will list the possible counts that you can filter your groups by. We chose to filter the report based on each group's number of Program Enrollment and Exit Records.

Now we can configure the rest of our Group Filter. In the following dropdown fields, select which condition the count should meet (ex. Equals, Is Greater Than, Is Less Than, Is Between) and what value to compare the count to.

We want to filter our example report for participants who are enrolled in more than two programs, so our filter is set up as "Number of Program Enrollment and Exit Records Is Greater Than 2."

Select Apply to close the Group Filter Properties window.

Your report data will then refresh to only display records that meet your filter criteria. The only participants shown in our report now are those enrolled in three or more programs as shown in the groups' Row Counts.

Another benefit of grouping your report data is that you have the option to filter the groups by summaries. Summaries allow you to set up a column's properties to calculate things like the total, average, minimum, or maximum value within the column's data.

Note: The types of summaries available depend on the column's data type.

Our example report is summarizing the "Length of Enrollment in Days" field to find the average length of program enrollment for each participant.
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This adds another option within the Group Filter criteria to not only filter by group counts but also group summaries.

For example, our report now pulls in only participants whose average length of program enrollment is greater than or equal to 150 days.