Many times when writing reports there will be too much raw data, and it will be necessary to filter that information down so that the information that is needed will come into the report. Data may need to be limited by a specific TouchPoint, a date range, or a specific TouchPoint taken within a specific program in a specific date range.

To do that, query filters will be necessary to limit the specific data sets that the report will use. Below is a screenshot of where the filters for queries should go. Keep in mind that you should not build your filters using the objects in the Result Objects box as it can cause an issue with the filters not processing correctly. Bring them in from the full available objects list in the universe.

Flattened Data

Using flattened data, you don't need to include things like TouchPoint name into the filters, you can just use the objects from that TouchPoint's folder.

Date Taken

You can add the Date Taken_XX object from any TouchPoint folder to see touchpoint responses that would occur on that date, or if you change it from In List to Between, a date range.

And if the date range might be different every time you run the report, you can make that filter into a prompt.

Response ID

You can also add Response ID_XX as a filter, and set it to Is Not Null if you only wish to see participants that have a response recorded for a specific TouchPoint

In this example, we are only filtering on the Site Name, so we see many participants listed, some with and some without responses recorded for this TouchPoint.

But adding that we only want to see Response ID_2387 Is not Null, we have a much shorter list of participants

Note: Be aware of the folders your objects come from. Program Name, for example, is an object present in several different folders, but the data results will not be the same if Program Name comes from the Caseload folder rather than the Enrollment folder.

Unflattened Data

Because of the way that unflattened data is structured, you'll have to be a bit more detailed in the filters you create. If we want to see only a particular touchpoint, we will have to find the name in a list.

We'll use the Standard TouchPoint Universe NEW for unflattened examples, but the idea is the same for other subjects.

  1. Add TouchPoint Name to the query filter, and in the drop down, choose Value(s) from list

  2. Find the TouchPoint Name(s) you want to filter on and select OK

  3. After adding the TouchPoint names we want to see data for, we can run the query and see that we only have 3 responses recorded in our date range for the 2 TouchPoints we're filtering on

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