A filter contains a set of conditions used by reports to match records and by dynamic groups to limit membership and user access. Filter types include Assessment, Dynamic Group, Entity, Exception Request, Incident, Program, Response, Risk, and others.
The following options are available on the filter page:
- Filter conditions: Options for creating operands:
- Field: Displays a list of available fields for the type of filter that you selected.
- Comparison Op: Displays a list of logical operators that you can select to build a filter condition.
- Value: The string, number, or other value types that you want to match. To match a user, see User Variables.
- Perform a case sensitive comparison: Consider the case of strings.
- Use this condition as a parameter to a chart: Allows users to drill down to the record level of this field.
- Conjunction: Joins operands in truth tables.
