Cal State Training Resources

How to Create Filters in Advanced Reporting

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This article covers how to create filters in Advanced Reporting.

Step 1: To create a filter for any of the column fields, go to the column field and right-click to select Create Filter.

You can create a filter for any field column on your Ad Hoc.

Green box showing the location of the Create Filter feature.

Step 2: The filter will show on the right side of your screen.

Filters showing on the right side of the screen.

Step 3: Next to each filter, you can select the dropdown to customize the filter. You will have the following options:

  • Is one of
  • Is not one of
  • Equals
  • Is not equal to
  • Contains
  • Does no contain
  • Starts with
  • Does not start with
  • Ends with
  • Does not end with

We recommend using is one of to pull more than one activity name or activity status, is equal to for when you want to pull a department name, and contains if you are looking for more than one activity that contains a keyword in the title or code.

Customized filter with the following options: is one of, is not one of, equals, is not equal to, contains, does not contain, starts with, does not start with, ends wih, and does not end with.

Step 4: After you made changes to your filters, click on the Apply button.

There is a green box showing the location of the Apply button.

Step 5: To save the Ad Hoc, click on the Save icon and select Save Ad Hoc View. 

There is a green box showing the location of the Save icon.

Step 6: Confirm that you are saving the report in your campus folder: CSU_PROD > Custom > Reports > Select your Campus.

Save As option displaying the campus folders.

Pay attention to which folder you are saving your report as it may default to a previous folder. You can click on any folder to change the location.

Step 7: You can add your Ad Hoc title and include information in the description for ease of referring back to why the report was created.

You can give the title and description of the Ad Hoc.

This concludes how to create filters in Advanced Reporting. Refer to Creating Report View for instructions on how to create a report.

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