Difficulty: medium
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, then 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
- Minimal requirements to embed your first report filter
- Report filters options
- Setup a report filter
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 on specific engagement plans, activities and tasks while keeping a high level view on current situation
- You are in need of a global dashboard to monitor stakeholders that lets you narrow in 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 filter many widgets on the same data set
- A good understanding of the filters available in Analytics
- A knowledge of the difference between Borealis data sources
Report filters options
Available for all reports:
- Date
- Staff member
- Subject category
- User
- Location
- Zone
For Stakeholder Engagement:
- Engagement plan
- Individual
- Organisation
- Household
- Distribution list
- Issue
- Commitment
- Grievance
For Compliance Management:
- Compliance document
For Land Access and Land Management:
- Land request
- Company asset
- Parcel
- Land unit
- Agreement
For Social Investment:
- Community contribution
For Environmental Monitoring and Monitoring & Evaluation
- Monitoring program
- Parameter
Setup a report filter
- Navigate the the Reports section of Analytics.
- Select and open the report which you want to add a filter to.
- Click on the Edit button.
- Click the + Add filter button.
- Select the information you want to filter your widget on.
- Then, for each widget, select the field you want to filter in your report
- Click the Save button.
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.
- Duplicate the System report
- Open the report filters configuration menu
-
Add a new report filter on "Date"
- For the example, select "Comparison type" --> "For the last" and "Value" --> " 3 months"
- Select the widget field on which the report filter will be applied (see table below)
- 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.
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.
- Duplicate the System report
- Open the report filters configuration menu
- Add a new report filter on "User"
- Select the widget field on which the report filter will be applied (see table below)
- 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.