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Filter Modifiers

Most filters added are a combination of a word (eg - 'Sydney', 'Manager') and a modifier which determines how that word should affect the list (eg - 'Contains', 'Is Equal To').

Words

This filter is case-insensitive, so that ' Sydney'  will bring back the same results as 'sydney'

Modifier

Description

Contains

That word is contained anywhere within the field.

Doesn't contain

That word is contained nowhere within the field

Is equal to

That  word is exactly the contents of the field - nothing more, nothing less.

Starts with

That word is at the beginning of the field

Ends with

That word if at the end of the field

Is empty

This field contains no information

Numbers

This filter will be ignored if any non-numeric characters are used.

Modifier

Description

Is equal to

The value is exactly equal to the number entered

Is greater than

The value is greater than the number entered

Is less than

The value is less than the number entered

Selections

Some fields can only be equal to a set number of values. In this case rather than a free text field, you choose a value from a dropdown men.

Modifier

Description

Is any value

Can be anything - the dropdown menu will not be active if this modifier is chosen

Is equal to

Is exactly the same as the chosen value from the menu

Isn't equal to

Is anything but the value chosen from the menu.

Date

By using both Is Before and Is After settings, a period window is defined. By using one or the other the result can be any time after, or any time before.

Modifier

Description

Is After

Tick this option, then use the dropdown menus to define a calendar date. This will accept any time after 0000 that day.

Is Before

Tick this option, then use the dropdown menus to define a calendar date. This will accept any time up to 2359 the day before.

Never included

By ticking this option the filter was also accept a value of zero, which can capture learners for which a parameter has not been set.

Duration

Similar to the date field, this filter can set a period window using both More Than or Less Than, or you can just use one or the other.

Modifier

Description

More Than

Tick this option, then enter a number and choose a unit of time (days, hours, minutes or seconds)

Less Than

Tick this option, then enter a number and choose a unit of time (days, hours, minutes or seconds)

Yes/No

Used in the case of settings which can only have two values - yes or no. eg - User Active?

Adding a filter

1. Choose a parameter to filter on (ie - City) and enter the word to match it against (ie - Sydney) and a modifier(ie - is equal to)

2. Select Add User Filter

Once the page has reloaded, your new filter will now be listed in the Active User Filters section
You can keep adding further filters as needed.

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To reveal more parameters to filter on, first select Show Advanced

Removing a filter, or all filters.

If you have added one or more filters you want to remove, then select the checkboxes next to them and click Remove Selected

To remove all current filters select Remove all user filters

Join Conditions

Each new filter is based on the concept of 'AND' - for example 'City = Sydney' AND 'Person Type = Manager' will bring back only Managers in Sydney.
Due to this if you add 'City = Sydney' AND 'City = Melbourne', nobody will fall into that list as nobody is in both cities.

You can update the 'join condition' to OR instead of AND - so that you will filter for those who live in Melbourne OR in Sydney.

OR conditions are always paired together, so you have:
(a OR b)
a AND (b OR c)
(a OR b) AND ((c OR d) or E)

but not:
(a AND b) OR c
(a AND b) OR (c AND d)

To Update Join Conditions

Use the drop-down menu to change the AND to OR

Select Update join conditions to save your change.

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