How to use Advanced Filter?
Advanced Filter tool allows you to filter report data based on compound and complex filter conditions. Unlike Quick Filter, Advanced Filter gives the user the ability to create filter conditions that include one or more fields in the report and is also capable of reporting fields with empty values in the report.
 
ARKAD allows for complete filter management for advanced filters. You can create new filters, edit existing ones to suit your needs and delete unwanted filters.
 
The Advanced Filter tool is available just below the report grid in the right pane as shown below:
 
   
 
To apply a filter to the current report, select the filter from the Advanced Filters drop-down and click on button.
 
To remove a filter applied to the current report, select No Filter Applied from the Advanced Filters drop-down and click on button.
 
Create a new filter
 
Click on to create a new advanced filter for the current report
 
The Filter window will appear as shown below:
  
 
  
To set a filter condition, follow these steps.
  1. Specify a name for the filter.

  2. Click on button to select the fields you want to appear in the report. However, this step is optional. ARKAD, by default, displays all the fields of the report if you choose not to select specific fields of the report.

  3. Choose a field name, an operator and a possible value from the respective drop-down lists.

  4. Click to add the filter condition.

  5. Then the Add to Filter button will change to AND to Filter and OR to Filter button will be enabled. The selected condition will be added as shown below.

   
  
 
  1. Click Save to apply the filter to the current report. Also, the filter will be saved to the filter database, for later use. You can select a filter from the advanced filters drop-down list and apply it to a report.
The report status label, just above the grid, shows the filter status "Filter:" that indicates whether the current report is filtered or not.
For a normal view, the filter status will appear as
For a filtered view, the filter status will appear as
Note:
  • Click to clear all the filter conditions in the list.

  • Use   and   to build enhanced filter condition as shown below:

  • (Field A = Value 1 AND Field B = Value 2) OR (Field C = Value 3 AND Field D = Value 4)

  • Use    to remove the parenthesis

  • Use to delete a condition from the list of filter conditions. This will remove the currently selected filter condition from the list.

Edit an existing filter
 
To edit an existing saved filter, select the filter from the advanced filters drop-down list, and then click on button. The filter window will appear on the screen. You may edit the fields-list and filter conditions. Also, you can choose to save the filter in a different name, retaining the original filter, or overwrite the existing filter with the new filter conditions and fields-list.
 
You can also edit the built-in filters provided in the application. However, once you overwrite a built-in filter with a new fields-list and/or filter conditions, you will loose the original built-in filter. So, it is advisable to save the modified built-in filter to a different name, which will allow you to retain the original filter and have a customized version of the filter that suits your needs.
 
Delete an existing filter
 
To delete an existing filter, select the filter from the advanced filters drop-down list and click on button.  

However, if the filter, that you had deleted, had been applied to a report, ARKAD removes the filter from being applied to that report, and then deletes the selected filter.

Note: Built-in filters provided by ARKAD cannot be deleted.