Restrictions
Restrictions are the conditions that determine what data will be included in the report results.
- Standalone restrictionsoperate on a single field of a single table.
- Restriction groupschain a group of restrictions together to build more complex conditions. Groups can also have other groups as child groups.
Each group will connect its child restrictions and groups via the
AND
operator or the OR
operator.Restriction oprator | Meaning |
|---|---|
AND | In order to be included, the line must satisfy all of the child restrictions’ conditions. Top-level restrictions are always chained with the “AND” operator. |
OR | In order to be included, the line must satisfy one or more of the child restrictions’ conditions. |
In order to be included, the line must satisfy one or more of the child restrictions’ conditions.
To add an individual restriction, follow one of the methods listed below:
Adding an Individual Restriction (Method 1)
If a field in the
Field
box is dragged and dropped into the Restrictions
box, a new restriction will be opened with that field as the restriction field.
Click on the field name and drag the field into the
Restrictions
box. Boxes where the field can go will temporarily turn blue and the field name will appear where the mouse is dragged. Once the field is in the desired location, release the mouse button.
For more information about building a restriction, proceed to the
Building an Individual Restriction
section of this Help.Adding an Individual Restriction (Method 2)
On the Report Builder screen, navigate to the
Restrictions
box and click the +
on the far right.
A drop-down will appear to the right. From the available options, click
Add Restriction
.
For more information about building the restriction, proceed to the
Building an Individual Restriction
section of this Help.Adding an Individual Restriction (Method 3)
On the
Report Builder
screen, navigate to the Restrictions
box. Each individual restriction has a +
icon to the right of the restriction name. Click this icon.
A drop-down will appear. From the available options, click
Add Restriction
.
For more information about building the restriction, proceed to the
Building an Individual Restriction
section of this Help.Building an Individual Restriction
Restrictions require three fields: a field, an operator, and a value. When the report is run, the value is applied to the field by the operator.
If the result is true, then the line will appear on the report.
If the result is not true, then the line will not appear on the report.
Between the field and value, one or both must be a field from the
Fields
box. Direct comparison of two hardcoded values is not allowed.
The
Field
field has type-ahead capabilities. Type the beginning of a field name. The system will then provide a drop-down list with all fields matching those criteria. Choose a field from the list and click the field name to select it.
To select an Operator, click on the drop-down arrow in the
Operator
field. All available operators will appear. Choose and click on an operator to select it.
Type the desired value in the
Value
field.
Functions can also be applied. To select a function, click
Use Function
.
A pop-up will then appear containing all available functions. Choose a function from the list and then click “
Select
.
Once all parameters for the individual restriction have been created, click
Save
.
Editing Restrictions
To edit a restriction, go to the
Restrictions
box and choose a restriction to edit. Click the restriction’s corresponding pencil icon.
The
Edit
pop-up for the selected restriction will open. Make any necessary changes and click Save
. All restrictions and restriction components are editable.
Removing an Individual Restriction
To remove a restriction, go to the
Restrictions
box and choose a restriction to be removed. Once a restriction is selected, click the restriction’s X
icon in the restriction’s display box.
The restriction will then be removed from the report.
Adding a Restriction Group (Top Level – Parent)
To add a restriction group at the top level, go to the
Restrictions
box and click the +
on the far right.
A drop-down will appear to the right. From the available options, click
Add Group
.
Adding a Restriction Group (Child to Parent)
To add a child restriction group to a parent restriction group, go to the
Restrictions
box. Each restriction group has a +
icon to the right of the restriction name. Click this icon.
A drop-down will appear. From the available options, click
Add Group
.
A pop-up will appear, requesting a Group Display Name and Group Operator. Provide these parameters, and then click
Save
.
Editing a Restriction Group
To edit a
restriction
group, go to the Restrictions section of the screen and choose a restriction group to edit. Once a group is selected, click the group’s corresponding pencil icon.
The Edit pop-up will open. Make any necessary changes and then click
Save
.
Removing a Restriction Group
To remove a restriction group, go to the
Restrictions
section of the screen and choose a restriction group to remove. Once a group is selected, click the group’s corresponding X
.important
Use caution when removing a group. Removing a group will also remove all associated child groups and/or conditions.
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