TABLE OF CONTENTS

Reports in Analytics are templates consisting of prompts. Prompts allow you to filter the results of a report before you run it. There are four types of prompts: elemental, qualification, value, and object prompts.


Example of Elemental Prompt

For more information about using prompts, please refer to the BLUEcloud Analytics Training Guide for WYLD Libraries.

However, there is also an option to filter after you run the report. With a View Filter, you can filter on any report object including metrics.


Adding a View Filter for Attribute Currently on the Grid

To create a View Filter for an attribute that is currently in the grid, follow these steps. The report I am using for an example is the Shelflist/Weeding List (Qualification Prompts) report (Shared Reports > Item-Bibliographic > Item Lists). For this report, I want to exclude lost, missing, and discarded items. Therefore, I need to filter Item Status. Item Status is Analytics terminology for Current Location.

  1. To filter this attribute, right-click on the column header "Item Status", and from the drop-down menu, select "Filter On…"

     

  2. The View Filter window will open. In order to select from a list of elements, I will chose "Select":

  3. I want to exclude more item statuses than I want to include, so I will select "Not in List":

  4. Next, move the excluded statuses from the "Available" column to the "Selected" column. I can either double-click on the status or select the status then click the "Add to selections" icon .

  5. Click "Apply" when you have finished making your selections.


If you save or schedule the report, this View Filter will be saved as well. To remove the view filter, click the "X".


Creating View Filter for Metric on the Grid

You can also create a filter for a metric. For this report, I want to limit the report results to items that have checked out (checkouts, renewals, and use item transactions) 20 or more times in their lifetime.  The metric that includes checkouts, renewals, and use item transactions is "Total Lifetime Circulation".

  1. To create a filter for this metric, right-click on the column header "Total Lifetime Circulation" and select "Filter On…" from the drop-down menu:

  2. Select "Add Condition".
  3. Select the condition "Greater than or equal to" from the drop-down menu and enter "20" in the text field. 

     

  4. Click "OK".


Creating View Filter for any Report Object

You can also create a View Filter using the Data toolbar or drop-down menu:

Using the drop-down menu or the icon on the toolbar will open a View Filter window. If you use either of these methods, you can filter on any report object not just objects currently in the grid. For example, I do not have Item Category 2 in the grid, but I want to limit the report's results to adult items. Below are the steps to filter by Item Category 2:

  1. Select "Item Category2" from the drop-down menu.

  2. Choose "Select" and "In List".
  3. Next, move "ADULT" from the "Available" Column to the "Selected" column:

  4. Click "Apply".

There are now three View Filters for this report:

If I move Item Category 2 to the grid, now only Item Category 2 ADULT items are included in the report's results: