Analyzing Your Data with Report Filters

This webinar focused on the purpose and best practices for utilizing filters within the Apricot Report Builder. The presenter emphasized that by default, reports will display all available data, necessitating the use of filters to narrow the scope and extract meaningful insights. She walked through the process of adding filters, demonstrating how to select the desired data field, choose the appropriate operator (e.g. between, greater than, etc.), and set the parameter values. Key filter options highlighted included the ability to make filters "runtime" to allow users to adjust the parameters when running the report, as well as the "global" feature that enables applying the same filter criteria across multiple report sections.

This webinar also covered the concept of "filter logic," explaining how users can leverage Boolean operators like "and" and "or" to create more complex filtering conditions, particularly when combining multiple filters. Examples were provided to illustrate the importance of using parentheses to properly define the logical relationships between filters. Attendees were encouraged to leverage Apricot's training resources, including recorded webinars and the support team, to further develop their skills in designing effective reports with robust filtering capabilities.

Analyzing Your Data with Report Filters Presentation Slides