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Setting default report filters

Each report has built-in options or preferences that the user sets before running the report. The user of a package report can also set filters. The report's creator can set a default filter which prompts the report user to enter specific filter criteria.

When a system user opens a report containing a default filter, Chancery SMS opens the Filters panel automatically to the default filter setting. The default filter criteria are displayed [Figure 79]. The user has the option of entering a value for the default criteria, entering no value, or setting different or additional criteria, or removing the filter criteria completely.

For suggested default filters for a given report, consult the description of that report in Chancery SMS Report Package reports [>>].

Figure 79: Default report filter example

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B

Detail: This tab enables the report user to change or remove the filter criteria.

C

Filter criteria: The report user can enter a value or leave it blank. Note: Text criteria are case-sensitive.

To define a default filter for a report [You can do this if your role is School Administrator or District Administrator.SA, DA]:

1

On the home page, in the control bar, under ADMIN, click District or School Setup. The District or School Setup page appears.

2

Under Reports, click Customize Reports. The Customize Reports page appears or On the School Setup page, under Customization, click Customize Reports. The Customize Reports page appears.

3

Select a report and in the Actions menu click Edit Filters. The Report Filters popup page appears [Figure 80].

4

Set the desired filter(s).

5

Click Save.

6

Click Close. The Report Filters popup page closes.

Figure 80: Setting a default report filter

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