Reporting Filters | OpsAnalitica University

When a report loads, it will bring in as much data as it can load for the User who opened the report. Often times you want to drill in or filter down the data set to some specific parameters. Report Filters allow you to reduce the size of the dataset in a report to focus on exactly what you care about. As an example, if you only want to see data on one location and one checklist, you can use the Location and Checklist filters.

Here are some common filter attributes:

Attribute	Explanation
Data Flow in Multi-Location Organizations	If you reside in a Parent Organization, any checklists that you inherit down to your child orgs the data will flow back up to the Parent Org. this means you can view what your child orgs are doing from the Parent Org. Any checklists that are created in a Child Org will not flow up to the parent org. You can now filter on child org parameters, such as user, and location from the parent org.
User Filter Applied	In this latest release of the reporting, User Filters are always applied. This means that a user can only see the locations they have access to. There is no way to toggle off the User Filter anymore. If you are not able to see data, you need to speak with your org Administrator to get access via User Tags to the Locations.
Saved Report Filters	If there is a common cut of the data that you pull often using different filters, you can create a Saved Filter and it allows you to pull up that common cut with one button click. Click in the Saved Filter Box and you will be able to create or select saved Filters.
Filter Button	When you configure filters on a report, you will need to click the Filter Button to reload the data set.
Quick Filters	You will notice that on some reports, if you hover your mouse over a Checklist Name, Locations, Users, etc. If you click that box, it will apply a filter automatically to the dataset. This speeds up filtering reports and is easy to use.
Adding Filters	You simply click the + button to the right of Filter at the top of the report. A drop-down will appear with the available filters for that report. Not all reports will have the same filters. Click the filter you want, then click into the filter box, to select from a list of attributes. You can also type into the box to search the list.
Cell-Based Filters	If you click on the cell in a data grid report you may see some additional filter options. If you see the box with the arrow pointing right, that will allow you to drill in further to more data. If you see the filter icon on the column and you click on that cell, you will automatically filter the report to that piece of data.

Here is a list of every Filter Option and what they filter on.

Filter Option	Explanation
Checklist	Checklist Name
Checklist Tag	Checklist Tags are tags applied to the checklist, you can see them in the admin portal on the question sets view.
Created By	The User who created the response set.
Date	You can select an absolute date range, specific dates, or a common date range, like yesterday. This filters the response sets or responses to the date they were submitted.
Location	The location where the checklist was completed.
Question	The question allows you to select a checklist and a specific question.
Question Tag	Question Tag allows you to filter Tags that are associated with Questions.
Response	You can filter the response to a question.
Response Set Tag	Response sets can be tagged and this filter looks for those tags. Not every tag is applied to response sets, for instance, if you added a Critical tag on this filter, it probably wouldn't return any results because Critical is typically a question tag. You will need
Response Tag	You can filter on the tag applied to a response. Ex: Filter on the tag Unsatisfactory
Score	This can be a Response Set Score, or a Question Score depending on what report you are on. The score on a Response Set is the total of points earned on questions answered divided by the Total Possible Score of the questions answered. The score on a Question is the total points awarded by the rules on that question out of the possible score for that question.
Status	Status is used in regard to Scheduled Checklists. There 5 statuses: Available: Meaning the checklist schedule available to be worked on right now. On-Time: The checklist was completed before the Due Time. Late: The checklist was completed but after the Due Time during the Allow Late Period. Missed: The checklist was never completed on Schedule. Canceled: The schedule was canceled. You don't see this one very much.

Filters are incredibly powerful and allow you to ask and answer questions in the data. We have the best reporting in our space but we realize that every client cares about different data and metrics. We encourage you to download any report into a CSV and analyze it further using a spreadsheet or BI tool.

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