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Adding filters (parameters) to your reports

Who is this guide for?

Case Management Supervisors, System Supervisors and Report Writers

This guide explains how to link parameters to the filter string of your report – this enables the user to filter the report at run time.

FunctionDescription
EqualsAllows you to filter for an exact data match to the value you enter into the filter box
Does not equalAllows you to filter for data which does not equal the value you enter into the filter box
Is greater thanUse for numbers or dates – report will show data where the field selected is greater than the value you enter
Is greater than or equal toUse for numbers or dates – report will show data where the field selected is greater than or equal to the value you enter
Is less thanUse for numbers or dates – report will show data where the field selected is less than the value you enter
Is less than or equal toUse for numbers or dates – report will show data where the field selected is less than or equal to the value you enter
Is betweenUse for numbers or dates – report will show data where the field selected is between the values you enter
Is not betweenUse for numbers or dates – report will show data where the field selected is not between the values you enter
ContainsUse for text – report will show data where the field selected contains the word or characters you enter in the filter box
Does not containUse for text – report will show data where the field selected does not contain the word or characters you enter in the filter box
Begins withUse for text – report will show data where the field selected begins with the word or characters you enter in the filter box
Ends withUse for text – report will show data where the field selected ends with the word or characters you enter in the filter box
Is likeUse for text – report will show data where the field selected contains the word or characters you enter in the filter box, use with wild card %
Is not likeUse for text – report will show data where the field selected does not contain the word or characters you enter in the filter box, use with wild card %
Is blankReport on records where the field selected is blank or empty e.g. Matter Date Archived Is Blank would return all live matters
Is not blankReport on records where the field selected is not blank e.g. Matter Date Archived Is Not Blank would return all archived matters
Is any ofUse with Fee Earner/Work Type filters for example, where a list is required. e.g. Matter Fee Earner ID Is Any Of ?FeeEarner would allow you to select one or many fee earners to filter the report by
Is none ofUse with Fee Earner/Work Type filters for example, where a list is required. e.g. Matter Fee Earner ID Is None Of ?FeeEarner would allow you to exclude the chosen fee earners from your report

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