Add Report Filters to your Report

Difficulty: medium

Launch in March 2020, Borealis Report Filters are a powerful tool to allow easy reporting on many levels. In a nutshell, report filters allow you to create a report with multiple widgets, than, to filter all those widgets at once using your new report filters.

This article contains the following:

Example of relevant business cases for this feature

  • You are in charge of a team and would like to filter your management report on one staff member at a time for your weekly one-on-one
  • You want to browse results between specific date ranges
  • You want an update specific engagement plans, activities and tasks while keeping a high level view on current situation
  • You are in need to having a global dashboard on your stakeholders while having to dig on a specific individual, organisation or household
  • You need to have a status through various widgets on a targeted location

Minimal requirements to embed your first report filter

  • A report with widgets
  • A need to filters many widgets on the same data set
  • A good understanding of the filters available in Analytics
  • A knowledge of the difference between Borealis data source

Report filters options

Current report filters available are on:

Stakeholder Engagement Compliance management Land Access and Land Management Environmental monitoring and Monitoring & Evaluation General
Date Compliance documents (coming soon) Land requests (coming soon) Monitoring programs (coming soon) Staff member
Individual   Company assets (coming soon) Parameters (coming soon) User
Organisation   Parcels (coming soon)   Location
Household       Zone (coming soon)
Engagement plan        
Distribution list        
         
         

Setup a report filter

  1. Access your report Management options menu (3 dots menu on the top right of your report) and click on the "Report filters".
  2. To add a new report filter, click on the "+ Add filter" button.
  3. Select the information you want to filter your widget on.
  4. Than, per widget, select the field on which you want to filter your report
  5. Save your report filter

Note that you can add more than one report filter to your report for a more accurate filtering.

Example #1 with a date filter

For the purpose of the example, the System report "Logins and activities" will be duplicated and configured with a new date report filter.

Tip: to avoid double filtering on the same dataset, make sure to remove actual widget filters based on the new filter you are configuring. This tip applies to the "Logins and activities" report for the current example, the widget filters on dates have been removed.

This System report comes by default with a report filter on "Users". We will add another report filter, this one based on the dates.

As a result, someone consulting the new "Logins and activities" report will be able to filter the data by user AND/OR by date.

  1. Duplicate the System report
  2. Open the report filters configuration menu
  3. Add a new report filter on "Date"
    • For the example, select "Comparaison type" --> "For the last" and "Value" --> " 3 months"
  4. Select the widget field on which the report filter will be applied (see table below)
  5. Save your new report filter
Widgets Fields Comments
Monthly logins Login time (Login statistics) The report filter will be applied on the date of the Login time
Daily activities for the last month Creation date (Activities) The report filter will be applied on the Creation date of the user' activity in Borealis
Activity by section for the last month Creation date (Activities) The report filter will be applied on the Creation date of the user' activity in Borealis
Logins for the last week Login time (Login statistics) The report filter will be applied on the date of the Login time
Activities in the last week Creation date (Activities) The report filter will be applied on the Creation date of the user' activity in Borealis

Acknowledge that there is a new report filter, configure to show data for the last 3 months.

Borealis_Analytics_Report_ReportFilter_Date_5-35.png

Example #2 with a user filter

For the purpose of the example, the System report "Engagements statistics - Individual" will be duplicated and configured with a new date report filter.

This System report comes by default with two report filter; one on "Date" and another on "Individual". We will add another report filter, this one based on "User".

As a result, someone consulting the new "Engagements statistics - Individual" report will be able to filter the data by date, individual AND/OR by user.

  1. Duplicate the System report
  2. Open the report filters configuration menu
  3. Add a new report filter on "User"
  4. Select the widget field on which the report filter will be applied (see table below)
  5. Save your new report filter
Widgets Fields Comments
Weekly communications Creation user (Communications) The report filter will be applied on the creation user of the communications
Open engagements Creation user (All engagements) The report filter will be applied on the creation user of the engagements
Hot subject categories - by Sentiment Creation user (All engagements) The report filter will be applied on the creation user of the engagements

Acknowledge that there is a new report filter, configure to show data for the selected user.

Borealis_Analytics_Report_ReportFilter_User_5-35.png



 

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