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The filter builder allows users to create rules and groups. What is the difference and how are they used?
Users can add as many rules as they want to a report. They just have to select a data field, an operator like "Equals" and then select what value the report should match on for the selected data field. A group is useful as it allows users to group together multiple rules. Generally, this would be done when you want to treat some rules different than others (via And/Or, see below for more details). This is best explained with an example: Groups can give users more inclusive results when they are setup using the "Or" command. Users can have primary rules that they want to apply to their results (like person type) and then create a group to be able to add some variables. For instance, if they wanted to get results for all active officers with a current appointment in Territorial Headquarters or CFOT they could create filters like:
Another example that for how a group could be used is if users wanted to see active officers that are specific ranks, like Captain or Major. This would return all active officers that have a rank of either Captain or Major:
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When creating your report filters it is important to understand how the "And/OR" options will impact your results.
Most reports will just use the "AND" option. One place users will use "OR" often will be in a filter group.  |
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