Filter Sections & The Entity Dropdown: Tips 5-6

Filter Sections:

Filter Tip #5:

The "Filter Section" you choose is one of the most IMPORTANT parts of your filter, it is NOT random:

• This is located on the Sidebar (boxed in red) on the left.
• It shows which filter sections are shown on the report and are available for filtering.

• Select the section you want to limit/narrow down and then Select the Basic tab to start filtering.
• In the filter sentence that reads "This criteria set will query any recordswhich", "any records" = Filter Section.
  • If you selected "Accounts", any records = any account
  • If you selected "Pledges", any records = any pledge
  • Changing the "Filter Section" changes the whole meaning of your filter.
• The "Filter Section" narrows down the drop-down list (the Entity Dropdown - 1st white box).
  • Different Entities are available on different Filter Sections.
• If a section is NOT filtered then ALL the records that pertain to that section will appear.

The Entity Dropdown:

Filter Tip #6:

The Entity Dropdown tells Admire which Entity this Filter Section should be filtering:

• This is the drop-down boxed in purple below:
• The list of entity options that are available depend on the "Filter Section" chosen.
• Some Entities are available on multiple Filter Sections, but not all are.
• When an Entity is the same name as the Filter Section, the filter is less limiting and is filtering on the Filter Section itself.
  • Example: Under Filter Section "Accounts" you select entity "Accounts"
• By selecting an Entity you have already created a filter and you do not always need to go any further in your filtering by selecting a Field below the entity drop-down.