After creating and then generating a report in Planning, you can apply filters to the fields within any template that has been incorporated as Primary Data. These filters allow you to only see items that meet the criteria that you specify. Member Campuses have utilized filters to answer questions like these—and many more.

  • How many strategic objectives for this review cycle still aren’t marked complete?
  • Are there any units that haven’t yet reported on their use of results?
  • Which units are using indirect assessment methods?
  • How many goals has the Academic Success Center unit identified this year?
  • Which units have included the words continuous improvement in their assessment plans?

Applying Filters

To add filters to a report, first click on the blue arrow on the top left-hand side of the report preview screen. This will reveal your filtering options.

filter_screenshot_1.png

You will see all Primary Data templates listed in the filter bar along the left side of the screen. These are the templates to which filters can be applied. Related Data templates will not be included. From here you can select + Filter to choose a specific field to filter. Multiple filters may be applied to the same template.

filter_screenshot_2.png

Once you have selected the field to which you would like to apply a filter you will next select the type of filter you would like to apply. Below you will find a summary of the different filters that can be applied to the various field types within Planning templates. Only the fields that are included within the template and in the report definition can have filters successfully applied. 

Field Type  Filter Options
Campus Labs Data Source Is Empty, Is Not Empty
Sources Is Empty, Is Not Empty
Large Rich Text Box Is Empty, Is Not Empty
 Small Rich Text Box Is Empty, Is Not Empty 
Text Box Single Line Is Empty, Is Not Empty, Contains
Confidence   Is Empty, Is Not Empty
Description Is Empty, Is Not Empty, Contains 
 Name Contains 
Number Equals, Does Not Equal, Contains
Start Date Is Empty, Is Not Empty, Greater Than, Less Than
End Date Is Empty, Is Not Empty, Greater Than, Less Than
Providing Org Unit Equals, Does Not Equal
Progress Is Empty, Is Not Empty, Items Contain Any
Choice Is Empty, Is Not Empty, Equals, Does Not Equal, Items Contains Any
Responsible User Is Empty, Is Not Empty
Currency Is Empty, Is Not Empty
True/False Is Empty, Is Not Empty, Equals, Does Not Equal
Percent Complete Is Empty, Is Not Empty, Equals, Does Not Equal, Greater Than, Less Than
Recipient Role Is Empty, Is Not Empty
Role Is Empty, Is Not Empty

For example, if you wanted to see any Operational Objective items that are not marked as Complete, you would add a filter to the Progress field. Then you would select the Items Contains Any option. From there you can select the all the Progress indicators except Complete. Once you have the filter established, you will need to select Apply Filter. This will show you any Objectives that have a progress indicator other than Complete.

new_filter_screenshot_3.png

Saving a Filter

After you apply a filter or set of filters to a report you created, you have the option to save that filter set. This will allow you to quickly access and apply those specific filters in the future. To save a filter set, select Save As New Filter Set. From there you will be asked to supply that filter set with a name. Be as specific as possible so you can easily identify this filter set in the future. Avoid generic names like “Test.”

filter_screenshot_4.png

filter_screenshot_5.png

 

Please note: Only the creator of the report can save filter sets, but all user with access to generate the report can apply filters or apply existing saved filter sets.

 

Default Report Filter

If you would like a saved filter set to be automatically applied when a report is generated, you can click on the report name to apply a default filter. Once you are within the report configuration screen simply select your preferred default filter from among the saved filters created for that report.

filter_screenshot_6.png