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Question

Issue with Report Filters Not Functioning Properly

  • Aug 25, 2022 5:41 PM UTC
  • 0 replies
  • 215 views

Hey All,

I am having an issue with my custom reports that I have created. I have about 18 different evaluations that I want to have their own report (where it only shows the responses to "Evaluation A" in "Report A").

In order to do this, I created a hidden variable in each evaluation and then set the default value to a defined value (see below):


I then used this hidden variable as my filter in the reports, where it only populates the report when that specific variable equals the default value (see below):



The issue is that the filter is not filtering anything out. All responses to all evaluations still appear on every report. The 6 responses shown below were not from the "Health Professional QA" evaluation, which is the only evaluation where the hidden variable "Eval_Type_HealthProf" even exists. So why is it saying that there are 6 evaluations where "Eval_Type_HealthProf is Health/Professional QA" (the default value for that variable and the filter criteria) when the variable "Eval_Type_HealthProf" does not even exist in those evaluations?


I have checked the specific variables and it shows that they are used only in the correct evaluations, so I am not sure where the disconnect is occurring:



Any assistance with this would be greatly appreciated! I can provide more information or screenshots if needed!

Thank You,

Kyle M.

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Kyle Martin
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This topic has been closed for replies.

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If you just applied this default value; you will need to back-populate existing records.  The default value only gets applied on NEW records after you set the default.

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Laura Thacker IDS
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I probably should have led with this instead. So, every evaluation is going to have a value for all the "hidden variable" fields you created. For instance, when you create evaluation #2, Eval_Type_HealthProf will always contain the default value of "Health/Professional QA" regardless of the type of eval it actually is. In other words, every record you create with that setup with all contain all the default values for all the hidden variable fields, so they're all going to show up on every report. Hope that makes sense. ​

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Christine Suarez
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Can you explain whether your "hidden variable" is a Formula-Field or a Formula-Field referencing a "Variable" at the App Level.   A variable cannot/will not pickup-data from a record in a table; but a record in a table CAN reference a Variable value (app level).  If your field on the left is a Formula-Field; then check your Formula-Field is populated correctly; and that it is not a List-Text field because your criteria "is equal to" will not work on a List-Text option field; it must be contains or includes.  Also "is equal to" is specific and will not work if the text value is not exactly the same - then use "contains" instead.

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Laura Thacker IDS
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