You can use filters to specify the data you want to see in dashboard reports.

Available filters vary from one dashboard to another. Some filters are already applied to show you relevant data for the selected dashboard. You can change the values selected or select other conditions to broaden or restrict the data shown.

All selected filters are combined to determine which data is included in the dashboard reports. For example, if you select is in the past 7 days in the Start Date filter and is equal to Dr. Smith in the Practitioner filter, you only see data from the last 7 days for Dr. Smith.

๐Ÿ“Œ Note: Some filters may be required to load a dashboard. If this is the case and you have not selected a filter, a warning message is displayed.

Steps

1. From the main menu, click Analytics and open the dashboard (see Viewing analytics dashboards).

2. Select or enter the desired value for each filter. There are different types of filters:

Type of filter

Description

List

Select a condition such as is, is not, starts with or contains, then select one or more values from the list.

๐Ÿ’ก Tip: You can enter the first few letters of the desired value to search the list.

Date

Select a condition such as is in the last, is in range or is before and a period, date range or a specific date.

Numerical

Select a condition such as is >= or is between and enter a number.

For a range of numbers, enter the minimum and maximum values in the available fields. You can also specify if you want to include or exclude these values from the range.

Yes/No

Select Yes or No from the list, or click the Yes or No button.

Buttons

Click a button to select a value. You can select more than one. The unselected buttons are excluded.

Checkboxes

Select checkboxes from the list.

๐Ÿ“Œ Note: All available filters may not be displayed. Click More to view all filters. The number of filters hidden is indicated.

3. To remove a value from lists and checkboxes filters, click the x to its right.

๐Ÿ’ก Tip: If you do not want to use a filter, use conditions like is any value or is any time. The is not null or is not blank conditions can be useful if you want empty fields to be excluded from reports.

4. To add more than one condition for a filter, click the + next to the filter. Adding multiple conditions automatically acts as an OR, i.e. the data must match at least one of the conditions.

5. To remove a condition, click the x next to it.

๐Ÿ’ก Tip: More advanced users can use the matches (advanced) condition where they can enter filter expressions for a more advanced way to filter.

6. Click Load or Reload to view the reports.

๐Ÿ’ก Tip: You can collapse filters to make more room for the reports. Click Hide filters in the top-right corner.

7. To reset filters, click the menu icon in the top-right corner, then select Reset filters. The default filters are applied and the reports are updated.

Updated January 31, 2022

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