Create an Ad hoc Filter to Generate Specific Data

Create an Ad Hoc Filter

1. Click on the Index tab
2.  Click Ad Hoc Reporting
3.  Click Filter Designer
4. Click Filter Type: Query Wizard.
5. Click Data Type: Student.
6. Click Create.
7.  Group Name: Name the Ad Hoc filter to know what data is being included.
8. Short Description and Long Description are optional.
9. Select categories & fields.  There is a search option to limit the number of fields displayed.  See the following page for details.
10. All fields: Click the + symbol to the left of the field type to expand the selection.  Click on the field to move it to Selected Fields column.
11. Save & Test is optional to perform.  However, it gives an indication of the data that will be generated by the selected fields.
12. Click Next.

1. Filter by: enter the criteria in which to perform the search.
2. Click Search.
3. All Fields: the categories will display that have fields containing the search entry.
4. The category will expand to display all the fields containing the criteria entered.

5. Click Next in the bottom right corner of the screen.                                 

Filter the Data (Optional)

Define specific constraints for how each field is filtered by applying operators and/or values to the filter.

1. For example, to EXCLUDE students who do not have an end date, use the operator “is null” so that student who have a date populated in the end date field will not be included.
2. Use the same logic as above to exclude tests without scores.
3. To include only 3^rd grade students, select the = sign as the operator.  Type in 03 for 3^rd grade.  All grade levels are 2 digits.
4. Click Add to apply another filter to an existing field.  A blank line will display. 
5. Use the drop-down to select the field and operator when adding another filter to a field.
6. Logical Expression: Use this field to combine fields within the filter.  See detailed information beginning on Page 46 in the Query Wizard document on the TLC website. 
7. Click Save or Save & Test at the bottom of the screen. 
8. Click Next.

Format the Output File (Optional)

This is where you determine how you want the information displayed on the report.

1. OutputSeq: If you do not want the data in a field to appear on the report, UNCHECK the Output box.  You can change the order of the fields but entering a Seq number; i.e. if in the example above the Student.lastName should be the first column, enter a 1 in the Seq field.
2. Sort: The data will sort based on the first field, unless otherwise specified.  In the example above, the data will sort by student last name since a sort preference of 1 was entered in the Sort column of the student.lastName field.  The data will then sort by student first name since a 2 was entered in sort column of the student.firstName field.
3. Column Header: The column header will default to the column name.  The name can be changed by entering a new name in the Column Header column.
4. Alignment: the data can be aligned in the center, left, right.
5. Click Save or Save & Test at the bottom of the screen.
6. Click Next or exit the screen.

Grouping and Aggregation

The Grouping and Aggregation editor allows users to group fields into sections and report specific aggregates/sub-totals for each section.