Ad-Hoc Reporting: Filters

Ad-Hoc Reporting: Filters

Purpose

  1. This article will review the Ad-Hoc Filters within the Reports module. 


Information

  1. The Filters section in the ad-hoc reporting module allows users to refine the data included in their reports by applying specific conditions. Filters are applied after setting up the report schedule and give users precise control over what data is retrieved, ensuring that only the relevant information is displayed in the final report. Filters are especially useful when you need to focus on specific data points, such as incidents within a certain date range or personnel with specific roles.

Steps to Configure Filters

  1. Navigate to the Filters Section
    1. After configuring the Report Schedule, proceed to the Filters section to refine your data further.
  2. Choose the Field to Filter By
    1. Select the field you want to filter.
  3. Save and Generate Report
    1. Once your filters are applied, save the configuration and generate the report. The report will only display data that matches the criteria you set.


Example Use Cases for Filters

  1. Incident Reports: Apply a filter for “Incident Date” to show only incidents that occurred in the past 30 days.
  2. Personnel Reports: Filter personnel data to display only those with a specific rank, such as “Firefighter” or “Captain.”
  3. Equipment Reports: Filter by equipment type to show data on specific apparatus or tools used in incidents.


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