A common reporting need across Apricot organizations is to gather data on participants who were active in any program during a specific date range. This is possible in Results reporting by pulling in objects related to participants' program enrollments, specifically their start and end dates, and adding filters on these objects to reflect the date range you're looking for.
To understand the basics of Results reporting first, click here.
Follow the steps listed below to learn how to report on active participants during a user-specified date range.
Step 1: Open the query
With your report open, click the graph-and-gear icon under Data at the top of the report to open the query panel.
Step 2: Add date filters
Find the form you use to record participants' program enrollments and drag the Program Start Date object into the Query Filters section.
In the first dropdown field of the filter, select 'Less Than or Equal To'. Then, click the horizontal three-line icon (or hamburger menu) to the right and select the Prompt option. Replace the text in the generated text box to "End Date" or "Exit Date".
You'll follow similar steps to add an Exit Date query filter, except the operator will be set to 'Greater Than or Equal To' and the text box will display "Start Date".
The last query filter we need is to exclude blank or null date fields from the report. Drag and drop the Exit Date object into the Query Filters section again, and this time set it to 'Less Than' the date "1/1/1900". To learn more about this method, click here.
Step 3: Create a nested filter
Click the folder icon at the top-right of the Query Filters panel to add a nested filter. This will create a second line to the right of the 'AND' operator that is set to 'OR' by default.
Drag the two Exit Date filters so they are within or next to the 'OR' nested filter. Your query filters should look similar to the screenshot above.
Step 4: Run the query
Click the Run button at the bottom of the query panel.
The Prompts window will pop-up with the "Start Date" and "End Date" prompts you created in the Query Filters panel. Click on each prompt to enter a value; they should reflect the date range you want to see active participants within. Then, click Run at the bottom of the Prompts window.
The query will run, and the report will refresh to only show data for participants who were enrolled within the date range entered within the prompts. You can confirm this by pulling in the Start and Exit Date objects into your report table.
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