5.1.5 Filtering Options

Now that we are familiar with the Info Manager’s layout and Editing options, lets take a look at the available filtering methods when making custom reports.

As mentioned in the previous lesson, the Info Manager will generate results under each column in use. If you wish to add or remove a column, you have to right click and Edit the report, find the item to remove in the Selected box and do so, or find the item to add and transfer it from the Fields box to the Selected box.

Once we have the columns we needs, we can begin setting filters on them.

Column Conditions:

To edit a column’s filters, left click on the name of the column atop the results/reporting area.

The Column Conditions window appears. It presents a number of Operator options to use in combination with the Value fields.

• Equal To – Specify the exact criteria results should meet. E.g. Last name column with Equal To condition: “Washington”
• Not Equal To – Rule out a specific criteria. E.g. Treatment Status Not Equal To: “C” (complete).
• Is One Of – Allows you to set a value 1 and 2. You can have more than one “Is One of” lines active. E.g. Claim EDI status Is One of: “X”, “R”, “V”, “P”.
• Less Than – Only results lower than the specified number will appear. E.g. Account Pat Balance Less Than: “50”.
• Less Than or Equal To – Results lower or equal to the search criteria will appear.
• Greater Than – Only results greater than the specified number will appear. E.g. Account Pat Balance Greater Than: “50.
• Greater Than or Equal To – Results greater than or equal to the search criteria will appear.
• Between – Results between value 1 and value 2 will appear. E.g. Treatment Date Between: “01,01,2019 – 30,12,2019.

Once a column has been given a filter, the title of the column will include a double asterisk symbol (**)  before the name.

This will help you quickly identify which columns are filtered so you can remove those filters or add one where needed.