Add Advanced Filters to a Custom Report (Boolean Logic)

Advanced filters allow the user to refine data using Boolean logic. Three primary operators are used: AND, OR, NOT. Advanced filter reports typically start from a "No Results Found" report.

Note: This is a permission-based feature. Your district's system administrator can grant the permission for Advanced Filters.

Below are two different scenarios when advanced filters are needed to attain the report data. Each scenario begins with steps upon completion of adding data columns and filters in a custom report.

Where to Start

This lesson assumes you are working on a custom report. See the "Create a Custom Report" lesson if you require help.

Scenario 1: EL Students Who Are Not Proficient in ELA or Math on the 2011 CST

- Data columns added to this report include Student ID, Student First and Last Name, English Proficiency, 2011 ELA and Math Performance Level.

- Filters include EL, Proficiency Level less than or equal to 3 for both ELA and Math.

- Click Advanced, and then Advanced Filters.

1. Move the radio button to Yes at Enable Advanced Filters?

2. Group the Performance Levels for Math and ELA with an OR statement using the corresponding numbers from your filters on the left: 2 OR 3. Add the EL filter to the statement with an AND operator. To complete your logic statement, combine the AND and OR statements using parenthesis: 1 AND (2 OR 3).

3. Click Submit.

- Click the View Report tab to see your completed report.

Scenario 2: Filipino 10th and 11th Grades Students Who Are Proficient in ELA on the 2009, 2010 or 2011 CST

- Data columns added to this report include Student ID, Student First and Last Name, Student Ethnicity, 2009, 2010, and 2011 ELA Performance Levels.

- Filters include grades level 10 and 11, Filipino, Proficiency Level greater than or equal to 4 for ELA for each year.

- Click Adv. Filters.

1. Move the radio button to Yes at Enable Advanced Filters?

2. Group the grade levels with an OR statement using the corresponding numbers from your filters on the left: 1 OR 2. Group the Performance Levels for ELA with an OR statement using the corresponding numbers from your filters on the left: 4 OR 5 OR 6. Add the Filipino filter to the statement with an AND operator. To complete your logic statement, combine the AND and OR statements using parenthesis: (1 OR 2) AND 3 AND (4 OR 5 OR 6).

3. Click Submit. Click View Report.