When creating or editing a report in the Reports Builder, you will need to be familiar with the fields used in the creation and set up of your application forms. It is suggested to have a separate window open with the Settings > Manage Forms window open to reference specific fields when building reports.
Navigate to Reports > Add New Report
After selecting Report Options and deciding which fields to display in Select Fields, click on Add Filters. This tool is called our Rules Engine and will allow you to filter based on specific values/settings.
From here you can click on Add Condition to start. We recommend starting with a Simple Lookup.
In addition to including fields from your forms to filter by, we've listed a few common filters below.
Frequently Used Fields for Filters:
To filter by Application Status (Eligible / Ineligible / In Processing) -
- Record - applications
- Field - active
- Values
- Eligible = 1
- Ineligible = 0
- In Processing = -1
To filter by Program Student is Applying to -
- Condition Type: Programs
- Record - application
- Field - program_id
- Operator - IS
- Value - all applicable programs
Learn more about Creating Reports or the Custom Report Builder.
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