A Filter enables you to choose specific criteria which can then be used to filter the results that appear in the Report. You can choose apply Filters to the any Fields you have selected and Filters can be applied to multiple Fields.
For example, you may wish to view a report detailing for a defined period, lets say for example from 1st January of the current year, specific Task Scheduled Times and Durations comparing this with the Tasks Actual Times and Durations for a specific Carer that attended these visits for a particular day of the week, for example Monday.
So this this instance, for this type of report you may wish to see All Task Details, and would apply Filters to only specific Fields.
The table below outlines an example of this report and how we should apply the Filters:
|
Field Name |
Apply Filter |
Filter to Apply |
|
Task ID |
No |
|
|
Schedule ID |
No |
|
|
Service |
No |
|
|
Client First Name |
No |
|
|
Client Surname |
No |
|
|
Client Priority |
No |
|
|
Service Date |
No |
|
|
Service Day |
Yes |
Here we would apply filter to include only a Monday. |
|
Time From |
Yes |
Here we would apply filter to show all Tasks from 1st Jan 2016 |
|
Time To |
Yes |
Here we would apply filter to show all Tasks up to today |
|
Status |
No |
|
|
Carer First Name |
Yes |
Here we would enter filter with Carers First Name |
|
Carer Surname |
Yes |
Here we would enter filter with Carers Surname |
|
Scheduled Duration |
No |
|
|
Actual Duration |
No |
|
The table above outlines where we should apply these filters, in the event that we wish to view all data as outlined above for Tasks.