Publisher Training Guide – Developing in Publisher – Creating Filters

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Creating Report Filters

A report filter is created within a report and limits what is displayed on the report.  There are Single Filters and Grouped Filters.   Single Filters can be String filters or Date filters:

String Filters

  1. Click the Create New Filter button and select the String option from the Column Type drop down.  

  2. Defining a String Filter

    • Name of the filter text box is free text and identifies this particular filter
    • Report Column Name text box needs to match the name of the column to filter against in the SQL.  (Note: if the name does not match Publisher will not recognize it as an available option in the list of valid filters)
    • Column Format is only valid for Date Filters
    • Operator is only valid for Date Filters
    • ID is auto-generated by FAMIS when a Filter is saved
    • Default value is the value or multiple values that will be selected and works best based on numeric values or id’s
    • Selection List SQL is two columns defined as: “The first column defines the values that will be passed to the report in the where clause.  The second column defines the text value that appears in the selection list”
    • Click on Allow selection of multiple values drop down and select Yes  or No, depending if you want the filter to pass multiple values to the report  in one selection
    • Enter the size of the select list from the drop down Size of select list
    • Finally, click the Save button to save the filter
    • Click on List of Available filters button and you will the newly created filter added to the list.


Date Filters

  1. Click the Create New Filter button and select the Date option from the Column Type drop down.

  2. Defining a Date Filter

  3. Applying a Date Filter
    Associating a filter with a report
    Modifying a Filter
    Grouped Filter

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