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RobinWiggins's avatar
RobinWiggins
Qrew Trainee
6 years ago

How to remove second filter on drilldown report?

I have a summary report that provides a list for users to choose a Franchise to display the Specs related to that franchise. 
The issue I'm having is when a user chooses a franchise, the drilldown report sometimes displays no results because the filters applied by default are for the chosen franchise to be in the Franchise field "AND Some field contains" (from the global search).
In the example, I entered the search word 'delete' in the parent summary report because I knew it would bring up the Franchises we marked "_ to delete", and then I would be able to chose that franchise to see the items. In the drilldown report I am forced to accept the additional 'AND Some field contains' filter:


There are no initial filters placed on either the parent or the drilldown report. 
I understand the first filter is here because I chose the Franchise from the summary report list - this makes sense that it is filtering for these results.
What I need to know is how to remove the "AND Some field contains" part of this filter.
It must be coming from that first global search field that I used to narrow the list of hundreds of franchises, but at this point I can choose my franchise group, and if that must remain in the filters after the selection is chosen, why is it an AND instead of an OR?

Thanks for your help!

8 Replies

  • Are you very sure that your drill down report which is set for the summary report does not have any filters? It�s supposed to be an unfiltered report.
    • RobinWiggins's avatar
      RobinWiggins
      Qrew Trainee
      Yes, I just double-checked and it does not have an initial filter.
      And I get the same issue with no initial and no dynamic filter.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      When you said this 

      "an initial filter", did you mean the drill down report?  I was asking about the drill down report used by the Summary Report.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      ie on the drill down report that you have set the summary report to use, if you review that report on a stand alone basis, is it unfilered?
  • I think that I did not really understand your question.

    Are you saying that you start with a summary report and then type something into the search filter to get a reduced summary report and then you drill down, and your issue is that it is apply that search term to your results?

    If so, of course that would be the expected behaviour.
    • RobinWiggins's avatar
      RobinWiggins
      Qrew Trainee
      I'm really asking if/how the AND can be changed to an OR.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      No it can't.  If you want to have an OR you can set up and <ask the user> filter on Summary report.

      But also note that you may not know that if you enter a search term such as cats OR dogs, with the OR in upper case, then it will behave as an OR.

      You can also use AND, and again it must be in upper case.

      Maybe that tip helps in some way.
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report?","id":"message:54828","revisionNum":1,"repliesCount":8,"author":{"__ref":"User:user:19421"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:54828"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:54828"},"body":"I have a summary report that provides a list for users to choose a Franchise to display the Specs related to that franchise. 
The issue I'm having is when a user chooses a franchise, the drilldown report sometimes displays no results because the filters applied by default are for the chosen franchise to be in the Franchise field \"AND Some field contains\" (from the global search).
In the example, I entered the search word 'delete' in the parent summary report because I knew it would bring up the Franchises we marked \"_ to delete\", and then I would be able to chose that franchise to see the items. In the drilldown report I am forced to accept the additional 'AND Some field contains' filter:


There are no initial filters placed on either the parent or the drilldown report. 
I understand the first filter is here because I chose the Franchise from the summary report list - this makes sense that it is filtering for these results.
What I need to know is how to remove the \"AND Some field contains\" part of this filter.
It must be coming from that first global search field that I used to narrow the list of hundreds of franchises, but at this point I can choose my franchise group, and if that must remain in the filters after the selection is chosen, why is it an AND instead of an OR?

Thanks for your help!

","body@stringLength":"2489","rawBody":"I have a summary report that provides a list for users to choose a Franchise to display the Specs related to that franchise. 
The issue I'm having is when a user chooses a franchise, the drilldown report sometimes displays no results because the filters applied by default are for the chosen franchise to be in the Franchise field \"AND Some field contains\" (from the global search).
In the example, I entered the search word 'delete' in the parent summary report because I knew it would bring up the Franchises we marked \"_ to delete\", and then I would be able to chose that franchise to see the items. In the drilldown report I am forced to accept the additional 'AND Some field contains' filter:


There are no initial filters placed on either the parent or the drilldown report. 
I understand the first filter is here because I chose the Franchise from the summary report list - this makes sense that it is filtering for these results.
What I need to know is how to remove the \"AND Some field contains\" part of this filter.
It must be coming from that first global search field that I used to narrow the list of hundreds of franchises, but at this point I can choose my franchise group, and if that must remain in the filters after the selection is chosen, why is it an AND instead of an OR?

Thanks for your help!

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It�s supposed to be an unfiltered report.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"151","kudosSumWeight":0,"postTime":"2019-06-04T15:01:00.000-07:00","lastPublishTime":"2019-06-04T15:01:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":11},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54829","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":true,"endCursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8Mw","hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8MQ","node":{"__ref":"ForumReplyMessage:message:54830"}},{"__typename":"MessageEdge","cursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8Mg","node":{"__ref":"ForumReplyMessage:message:54831"}},{"__typename":"MessageEdge","cursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8Mw","node":{"__ref":"ForumReplyMessage:message:54832"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54830":{"__typename":"ModerationData","id":"moderation_data:54830","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54830":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:19421"},"id":"message:54830","revisionNum":1,"uid":54830,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:54829"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54830"},"body":"Yes, I just double-checked and it does not have an initial filter.
And I get the same issue with no initial and no dynamic filter.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"131","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-06-04T15:12:00.000-07:00","lastPublishTime":"2019-06-04T15:12:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":9},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54830","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54831":{"__typename":"ModerationData","id":"moderation_data:54831","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54831":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:19270"},"id":"message:54831","revisionNum":1,"uid":54831,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:54829"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54831"},"body":"When you said this 

\"an initial filter\", did you mean the drill down report?  I was asking about the drill down report used by the Summary Report.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"159","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-06-04T15:40:00.000-07:00","lastPublishTime":"2019-06-04T15:40:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":7},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54831","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54832":{"__typename":"ModerationData","id":"moderation_data:54832","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54832":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:19270"},"id":"message:54832","revisionNum":1,"uid":54832,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:54829"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54832"},"body":"ie on the drill down report that you have set the summary report to use, if you review that report on a stand alone basis, is it unfilered?","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"139","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-06-04T15:41:00.000-07:00","lastPublishTime":"2019-06-04T15:41:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":6},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54832","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54834":{"__typename":"ModerationData","id":"moderation_data:54834","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54834":{"__typename":"ForumReplyMessage","uid":54834,"id":"message:54834","revisionNum":1,"author":{"__ref":"User:user:19270"},"readOnly":false,"repliesCount":2,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumTopicMessage:message:54828"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54834"},"body":"I think that I did not really understand your question.

Are you saying that you start with a summary report and then type something into the search filter to get a reduced summary report and then you drill down, and your issue is that it is apply that search term to your results?

If so, of course that would be the expected behaviour.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"postTime":"2019-06-04T15:52:00.000-07:00","lastPublishTime":"2019-06-04T15:52:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":5},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54834","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8MQ","node":{"__ref":"ForumReplyMessage:message:54835"}},{"__typename":"MessageEdge","cursor":"MjQuMTF8Mi4xfG98M3wxNDowLDM5OjF8Mg","node":{"__ref":"ForumReplyMessage:message:54836"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54835":{"__typename":"ModerationData","id":"moderation_data:54835","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54835":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:19421"},"id":"message:54835","revisionNum":1,"uid":54835,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:54834"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54835"},"body":"I'm really asking if/how the AND can be changed to an OR.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"57","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-06-04T16:09:00.000-07:00","lastPublishTime":"2019-06-04T16:09:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":4},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54835","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:54836":{"__typename":"ModerationData","id":"moderation_data:54836","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:54836":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:19270"},"id":"message:54836","revisionNum":1,"uid":54836,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:54834"},"conversation":{"__ref":"Conversation:conversation:54828"},"subject":"Re: How to remove second filter on drilldown report?","moderationData":{"__ref":"ModerationData:moderation_data:54836"},"body":"No it can't.  If you want to have an OR you can set up and <ask the user> filter on Summary report.

But also note that you may not know that if you enter a search term such as cats OR dogs, with the OR in upper case, then it will behave as an OR.

You can also use AND, and again it must be in upper case.

Maybe that tip helps in some way.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"214","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-06-04T16:18:00.000-07:00","lastPublishTime":"2019-06-04T16:18:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":4},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:54828/message:54836","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:text:en_US-components/community/NavbarDropdownToggle-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/community/NavbarDropdownToggle-1732133532000","value":{"ariaLabelClosed":"Press the down arrow to open the menu"},"localOverride":false},"CachedAsset:text:en_US-components/messages/EscalatedMessageBanner-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/messages/EscalatedMessageBanner-1732133532000","value":{"escalationMessage":"Escalated to Salesforce by {username} on {date}","viewDetails":"View Details","modalTitle":"Case Details","escalatedBy":"Escalated by: ","escalatedOn":"Escalated on: ","caseNumber":"Case Number: ","status":"Status: ","lastUpdateDate":"Last Update: ","automaticEscalation":"automatic escalation","anonymous":"Anonymous"},"localOverride":false},"CachedAsset:text:en_US-components/users/UserLink-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/users/UserLink-1732133532000","value":{"authorName":"View Profile: {author}","anonymous":"Anonymous"},"localOverride":false},"CachedAsset:text:en_US-shared/client/components/users/UserRank-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/users/UserRank-1732133532000","value":{"rankName":"{rankName}","userRank":"Author rank {rankName}"},"localOverride":false},"CachedAsset:text:en_US-components/messages/MessageTime-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/messages/MessageTime-1732133532000","value":{"postTime":"Published: {time}","lastPublishTime":"Last Update: {time}","conversation.lastPostingActivityTime":"Last posting activity time: {time}","conversation.lastPostTime":"Last post time: {time}","moderationData.rejectTime":"Rejected time: {time}"},"localOverride":false},"CachedAsset:text:en_US-components/messages/MessageSubject-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/messages/MessageSubject-1732133532000","value":{"noSubject":"(no subject)"},"localOverride":false},"CachedAsset:text:en_US-components/messages/MessageBody-1732133532000":{"__typename":"CachedAsset","id":"text:en_US-components/messages/MessageBody-1732133532000","value":{"showMessageBody":"Show More","mentionsErrorTitle":"{mentionsType, select, board {Board} user {User} message {Message} other {}} No Longer Available","mentionsErrorMessage":"The {mentionsType} you are trying to view has been removed from the community.","videoProcessing":"Video is being processed. 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