Topic:

I need to create a filter(s) for my custom report to include only a select group of attendees.  How can I add a custom filter?

Solution:

Any custom report in your account has the ability to filter out certain types of attendees. 

For example, if you only wanted to see a list of registrants that selected a lunch preference for tuesday.  As long as this was a question on your registration form, then you can use this data to filter the results of a custom report.

To add a custom filter to your custom report:

1. Click to Edit your custom report (or attendee directory).  The Edit Custom Report window displays.
2. Click the Filters tab heading.
3. In the Custom Filters section, choose your filter logic. 
   • AND filters will look for attendees that fit both of your custom filters. 
   • OR filters will look for attendees that fit either one of your custom filters.
     • There is a limit of two OR filters on a single report.
4. Using the dropdowns:
   • Select the Field you would like to filter your report
   • Select your Operator logic.
     • For example: "Awards Banquet '= Equal To' Checked"
   • When selecting your Value, you must highlight the option you want.
     • For example: If the field is a checkbox, you will have to click to highlight the word "Checked".
5. If you decide to add a third filter, a red message displays alerting you to the fact that 3 or more filters will only use AND as the operator.
6. When you have entered all your criteria, click OK at the bottom of the window.

Additional Information:

None.

Related Links:

• How do I create a custom report?
• How do I copy a custom report from one event to another? 
• How do I create a cross event custom report?

Keywords: Filtering Report Data, Results, View a specific list of attendees, Specified, Custom Filtering, Filters, Add a custom filter, Limit Results, Limiting, Limited