The DIY Report Filter Panel is the found to the left of all DIY report templates.
It is the best place to start when building a new DIY.
The Filter Panel Looks something like this:
We can see above the Filter Panel Starts with various Date related options, specifically Start Date and End Date. In fact which date options will work or not work will depend on the selection made by the fields below those – being Rolling Date Range and Additional Reporting Dates. And furthermore, what options are available in these two fields will also depend on the DIY template you have started with. So the choice of template is paramount.
The following options are typically found in many DIY Templates:
| Name | Function |
| Date Range | Allows for User to manually select Start date and End Date |
| Today | Will lock date range fields to todays date |
| Tomorrow | Will lock date range fields to tomorrows date |
| Previous [X] days before today | Will result in pop up field requiring amount of days, this will result in automated date range |
| This calendar week | Will lock date range fields to current calendar week |
| Previous [X} calendar weeks before this week | Will result in pop up field requiring amount of weeks, creating automated date range |
| This Calendar month | Will lock date range to current calendar month |
| Previous [X] Calendar Months before this Month | Will result in pop up field requiring number of months, creating automated date range |
| This Quarter | This current quarter the year (3 months), locking date range fields |
| Previous Quarter | Previous 3 month quarter, locking date range |
| This Calendar Year | Locks date to year from January 1st |
| This financial year | Locks date to financial year from July 1 |
| Last 12 Months to date | Locks date to last 12 months to current day. |
The following options are typically found in many DIY Templates:
| Name | Function |
| Service Date (Completed Service) | This compiles completed services by taking the Open Date of Discrete services, and the Close Date of Ongoing services |
| Service Open Date | Use when looking for services with open dates, no matter if ongoing or completed |
| Service Close Date | This will only show for services with Closed Dates (not discrete services) |
| All Open (ongoing) Services | This closes the date range options, and only provides services that are ongoing at time of report. This is useful where services may be opened many years in the past, as large date ranges are not required. |
Select Which funding categories are to be searched, or select all if required.
Leave unticked if custom fields are not required, for faster loading reports
This is for showing results including zeroes where results are presented in a time range. Leaving unticked will only show results that are not null. See example here: Recipe – DIY Reports with sub-time periods
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