Report Filters

Who Can Use It?	Where Is It?
User Assistant Project Manager Project manager Director Administrator System Administrator	Reports > Edit Report > Filters tab

Fields such as status, timesheet tasks, discipline, cost centre, invoice status and attributes all have a set list that allows the user to select from.  Sometimes a field will be provided, where you can start typing:

IS	Filter an exact specific piece of data. Start to type into the field provided and a list will start to populate that contains the text entered.  Select one or many from the list. E.g. 'The Georgian Warehouse Development' is the Project Title. By typing 'The', a list of Projects that start with 'The' will appear alphabetically.
IS NOT	Return all records EXCEPT the data selected. Use for returning all Projects except for Proposals.  E.g. You would select Project Status IS NOT Proposal, therefore returning all Project not set to the status of Proposal.
CONTAINS	Return records that contain the word entered. Search for say Projects that have the word Warehouse in the Project title - instead of being as specific with the IS.  This would return all Projects with the word filtered. E.g. By adding the Contains filter 'Warehouse' our Project 'The Georgian Warehouse Development' will appear, as will any other Project that has the word 'Warehouse' in the Title.
IS NULL	Return records where the data field is Blank. Report on data fields that are NOT mandatory. E.g. you wouldn't use IS NULL against say Project number, because that's not possible, the Project number can never be null.  Instead you'd use for an Attribute report on Market Sector and check where it has blanks, as you need to ensure this data has been filled in.

View Projects with a specific or within a fee value range.

IS	Filter an exact specific piece of data. E.g. Project Fee is EXACTLY $50,000 - only Projects of this value would be returned.
IS LESS THAN	Return records less than the value selected. E.g. Project Fee is less than $50,000 - returns Projects up to a value of $49,999.
IS GREATER THAN	Return records greater than the value selected. E.g. Project Fee is greater than $50,000 - returns Projects with a value of $50,001 and over.
IS BETWEEN	Return records within a value range. E.g. Project Fee is between $0 and $50,000 - returns Projects with a value in this range including Projects that have a fee of $0 and $50,000.

There are a number of date filter options without getting to specific, that make is really easy to reuse saved reports.

Locate Using dates filters to learn more.

If you want to setup your own custom reporting periods, locate the report periods setup topic to find out more. NEW 4.8

Review all sub projects changed from Proposal to Active within the previous month.

Open a Sub project summary report > Select Sub project status change from Proposal > Select Sub project status change to Active > Select Sub project status change date IS last month

Other options > review proposal changed to unsuccessful and this can also be done at the project level

Review a list of Projects, which have an Active (All) status. Active (All) includes all Projects that have an Active status, including any custom created Status. Custom Project status are created within Project Status Maintenance. Locate Project Status Maintenance topic to learn more.

Open a Project List Report > Select Project Status > Select Project Status IS Active (All)

Other Options > review all Projects that have the Proposal (All) status. This includes the Proposal status, and any custom created Proposal status.

Return a list of Projects that are attached to my list of Projects.

Review sub projects that are currently set to active that have a zero fee where the sub project is fixed fee.

Open the Sub project summary report > Select Sub project status IS Active > Select Sub project fee IS $0.00

By default when you add filters at the Project level, we place an OR between each Project filter. Then when you add a Sub project filters again we place an OR between each Sub project filter and so on. We place AND between the last project filter and the first sub project filter. So we're saying look for projects with these criteria, as well as the following criteria at the Sub project level.   

Multiple filters are joined together with 'AND' or 'OR'. The 'AND' will display results that have 1 particular filter as well as another filter. The 'OR' will display results that have 1 particular filter or another filter.  

Changing the join enables the user to set the default OR between filters to AND. Changing the join is a tool provided for advanced users, who may find themselves running data out to MS Excel®.   

I've opened the Project Listreport.

• Add the filter Attribute IS Commercial. This is going to return all Projects that have the Commercial attribute attached to it. 

• Add the filter Attribute IS Residential. This will return all Projects that have the Residential OR Commercial attribute attached to it. 

• Though you can change the 'OR' to 'AND'

What we get now is only Projects that have both Commercial and Residential attached to it. So if a Project has only Commercial attached, that Project will not be returned when using this particular 'AND' join in the filter. It would only appear when the filter is set to 'OR'.  

Sometimes though you just wouldn't do certain combinations with the 'AND' join:

Project status IS Active AND Proposal: a Project can't be both Active and Proposal at the same time 

Project manager IS Joe AND Steve: a Project has only one Project manager 

We will add the most logical join on your filters. For example when adding a filter for Project and then a filter for Sub project, we automatically place AND between the 2.  

The AND/OR cannot be changed across different data sources. For example, the AND between a Project filter and a Sub project filter cannot be changed to OR. The join can be changed for filters within the same selection.  

	Project reports	Sub project reports	Transaction reports
Project filter added
Sub project filter added
Transaction filter added