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To narrow your results, use the filters.

Use filters

  1. Click Expand Filters.

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  2. If you don’t see the criteria you want click Hide/Show Fields then Select the criteria and click Apply.

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    Set your report format (formerly Saved Grid) to define the columns that will appear in the initial results, and either select a pre-defined set of search criteria from All Users (saved filters available to all users) or My Filters (saved filters you have created that others do not have access to):

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The results will populate once you select one of the saved filters. After loading a saved filter, ONLY the fields used in the saved filters will populate in the “Filters” drawer, so, if the saved filter includes values for Last Name, GPA, and Credits Earned, only those fields will be selected in the Add Fields section, and only those fields will show in the Filters section. Alternatively, if the saved filters do not provide the accurate criteria, you can skip the saved filters step and build your own ad hoc filter.

  1. Under Build Filters, click Add Fields to select the fields on which you’d like to filter your results. The search box below the “Add Fields” button will narrow the list of fields:

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    The filters shown will update dynamically as each checkbox is toggled on or off. If you set a report format from step one, that will define the grid state when the results load.

  2. Below the “Build Filters” section, click the Filters button to expand

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  3. For each criteria, first select the operator. Common operators include:

    • Starts With means the results must start with the text you enter. For example, you could find all people with a last name that start with Barr.

    • Equal to means the results must match the text you enter exactly. For example, to find all people with the last name of Smith you’d select equal to and enter Smith.

    • Is One Of lets you select multiple options. For example, you could use Is One Of to find all students from Rhode Island or Connecticut.

  4. Enter the variable. You can use the three bars to the right of the box to select your options.

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  5. Set the # of Results and # Per Page. This controls the total number of results return and how many show on each page without having to click to the next page.

  6. Click Submit.

Example

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Video tutorial

Widget Connector
urlhttps://vimeo.com/676030639

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