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You can apply filters within your reports to filter the information presented. Filtering will mathematically remove certain respondents from parts or all of your report.
Filters can be applied on all levels:
- The entire report - right-click on the report name in the Report toolbox and go to Properties > General tab.
- At the folder level - right-click on the folder in the Report toolbox and go to Properties > General tab.
- At page level - right-click on the page in the Report toolbox and go to Properties > General tab.
- At table level - double-click on the table in the Report toolbox to open the Table Designer, then right-click on the table and select Table Properties. You can also apply a filter to for example all the tables in a folder, by right-clicking on the folder in the Report toolbox, then selecting Sub Elements > Table. This opens a combined property sheet for all the tables in the selected folder.
Note: Filters applied to reports or elements in a report such as folders or pages will be inherited by all levels lower in the report than the object the filter is applied to. The applied filters will then be listed in the properties pages for these levels. For example, if a filter is applied at the Report level, then it will be listed in the Filters property on the Page Properties sheet for all pages in the report, and in the filter bar for all tables in the report.
In Reportal, we differentiate between two types of filters:
- Static filters – set up by the Forsta Plus user and cannot be influenced by the report viewer.
- Dynamic filters – also set up by the Forsta Plus user, but the viewer can activate these as required (go to Filter Page for Viewers Overview for more information).
Static filters have several “levels” of complexity:
- A Simple filter is based on one question or one system variable such as Interview Status (go to Creating a Simple Filter for more information).
- A Filter Expression enables you to create simple scripts by selecting functions from lists. The scripts are then assembled automatically by Reportal (go to Filter Expressions for more information).
- A Filter Tree enables you to combine multiple questions using AND and OR operators, to display a specific group or cut of the entire database (go to Creating a Filter Tree for more information).
- A TGL Filter is similar to a Filter Expression, but uses a different type of code. It enables you to create scripts by selecting functions from lists, and the scripts are assembled automatically by Reportal (go to TGL Filters for more information).
- A Filter Script is a fully coded filter script - for advanced users only .
Note: The code used in standard filters and TGL filters is not interchangeable; you cannot use the TGL language in a standard filter expression or standard filter code in a TGL filter. However, you can use either type of filter to do the same job, and you can use both types of filter in the same report.