Novo Help

Report Filters Available within Report Writer

Purpose: How to Define filter combinations and select Filter Operators

Prerequisites: Admin user role with ability to create and run reports

Steps:

When you select fields to be used as filters in Step 4 of the Report writer, they will be displayed on Step 5. This is where you can 'Define' what values to filter by from the selected fields.
Filter Combinations - When working with multiple filters, you can choose how the software will select and organize the incoming data

Simple - The logical operator between the filters is the AND operator. If multiple columns are being used as filters, they will all use the AND operator (1 AND 2 AND 3). This operator returns a value of TRUE if all filters are TRUE, otherwise a FALSE is returned. In the example below, the ticket priority must be high AND the ticket status must be new for that ticket's information to appear on this report.
Complex - The logical operators being used on the filters can be determined by the user. The OR operator can be used in combination with the AND operator. The OR operator returns a value of TRUE if either or all filters are TRUE. In the textbox to the right of Complex, type in the boolean statement you would like performed. Use the parenthesis when you would like an operation to occur before the others. In the example below, we want to find all Requests that are assigned to Group 3 or the FAQ group. In addition, we want to the Requests to have a status of "New" and a priority of "Purple.".

While creating the report we select our filters.

We select the Complex radio button. We use the "AND" and "OR" operators to filter our report.

This is our report using the complex filters.

Filter Operators

Between - Allows a starting value and ending value to be entered by the user for which the report data will be between
Equal To - This allows the user to enter a value that the report data will be equal to
Greater Than - This allows the user to enter a value that the report data will be greater than
Greater Than Equal To - This allows the user to enter a value that the report data will be equal to or greater than
Less Than - This allows the user to enter a value that the report data will be less than
Less Than Equal To - This allows the user to enter a value that the report data will be equal to or less than
Not Equal To - This allows the user to enter a value that the report data will be not equal to
Filtering by Account - Starting with version 5.2 you will be able to select the Account Name from the list.

Note: The parameter option is available for all filters except the Between and During filters. The parameter options allows the user to enter parameters for the report at runtime.