If many report sections in the same report require the same filter and value, you might find it easier to use a Global Value instead.
Creating a Global Value
- Click [+] Add under the Global Values section.
- Name your Global Value. For example, if you're reporting on case notes and want to show case notes that only belong to a certain caseworker you would create a text Global Value called "Caseworker Name".
- Determine the type of Global Value. This is dependent on what field type you're filtering on. For example if you're trying to view case notes entered within a certain time frame, using a date Global Value would work best.
- You have the option of making these Global Values locked (meaning no one can edit these when running the report) or hidden.
- Click Apply to save.
Applying Global Values to Filters
A filter's options can be set to "Global" in order to feed the Global Value into all the filters it is applied to.
- Click the [+] button under filters.
- Select what you'd like to filter on. In this example it's date of service.
- Select "Global" under Options.
- Select the global values from the last drop down(s). In this example I'm filtering in between two global values (dates).
- Click Apply to save.
You can easily identify a Global Filter because it will show square brackets [ ] around the value. See the example below:
For more information on how to filter reports check out this article.
Notes:
- Global Values can be applied to filters in all sections in a report. However, copying the report will not copy the global values.