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

  1. Click [+] Add under the Global Values section.
  2. 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".
  3. 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.
  4. You have the option of making these Global Values locked (meaning no one can edit these when running the report) or hidden. 
  5. 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. 

  1. Click the [+] button under filters.
  2. Select what you'd like to filter on. In this example it's date of service.
  3. Select "Global" under Options.
  4. Select the global values from the last drop down(s). In this example I'm filtering in between two global values (dates). 
  5. 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.
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