Use Workbench Report Filters

Learn how to add Workbench Report filters.

About Workbench Report Filters

When you run a Workbench Report, Vault uses the report filters to parse through records defined by the safety view and generate the output.

Navigate to Workbench > Ad Hoc Reports > [report] and expand the Filters section to make updates.

The main components of a filter are:

  • The filter field
  • The operator
  • The filter value

saf-workbench-report-filters-annotated

There are multiple types of Workbench Report filters:

  • Report-specific filters: The filters you add to the Workbench Report.
  • Inherited criteria and filters: The criteria and filters inherited from the selected safety view and any other views dependent on this view. These fields appear in the Criteria and Filters subsections, respectively, of the Filters section.

saf-workbench-report-filters

How to Add Filters

You can add filters on the Workbench Report in addition to any inherited filters. To add a filter to the report:

  1. In the Filters section of the Workbench Report, select a field from the dropdown.
  2. Select an operator from the dropdown.
  3. Select a field value, if applicable.
  4. (Optional) Add more filters by selecting the Plus (+) icon to the right.
  5. (Optional) Delete a filter by selecting the Minus (-) icon.

The fields you can select in the Filters section depend on the safety view you selected in the Properties section.

If you cannot select a field to filter on, contact your Admin as there may be a misconfiguration on the selected view.

For more information on Workbench Views and Principal Views, and understanding Workbench Report filtering logic, see Configure Safety Views in Safety Workbench.

Operators

The following sections describe operator behavior for filters. The operators available depend on the field type.

The supported filter field types are:

  • Picklist
  • Multi-Value Picklist
  • Object
  • Text
  • Date and DateTime
  • Number
  • Yes/No

Equals

Returned results include only those where all filter values are in the field.

Example filter: (Field) Case > Patient Initials (operator) equals (value) AD

Is Not Equal To

Returned results include only those where the field does not contain any of the filter values.

Example filter: (Field) Case > Patient Initials (operator) is not equal to (value) AD

Is Blank

Returned results include only those where the field contains no field value.

Example filter: (Field) Case > Study Arm (operator) is blank

Is Not Blank

Returned results include only those where the field contains a field value.

Example filter: (Field) Case > Study Arm (operator) is not blank

In

For the Picklist, Multi-Value Picklist, and Object field types only. For multi-value picklists, the in operator returns results that include at least one (1) of the filter values.

Example Filter: (Field) Case > Lifecycle State (operator) in (value) Open In Progress Complete

Is After

For the Date and DateTime field types only, returned results include those that succeed the filter value.

Example filter: (Field) Case > Event Onset (Normalized) (operator) is after (value) 01 Apr 2024

Is Before

For the Date and DateTime field types only, returned results include those that precede the filter value.

Example filter: (Field) Case > Event Onset (Normalized) (operator) is before (value) 01 Apr 2024

Is in the Range

For the Date and DateTime field types only, returned results include date values that fall within the set date range.

Is Greater Than

For the Number field type only, returned results include those that are larger than the filter value.

Example filter: (Field) Case > Age (operator) is greater than (value) 18

Is Less Than

For the Number field type only, returned results include those that are smaller than the filter value.

Example filter: (Field) Case > Age (operator) is less than (value) 18

Is Greater Than or Equal To

For the Number field type only, returned results include those that are larger than or equal to the filter value.

Example filter: (Field) Case > Age (operator) is greater than or equal to (value) 18

Is Less Than or Equal To

For the Number field type only, returned results include those that are smaller than or equal to the filter value.

Example filter: (Field) Case > Age (operator) is less than or equal to (value) 18

Advanced Logic

Vault assigns advanced logic numbers to each filter, as displayed in the following image:

saf-advanced-logic-numbers

While advanced logic is turned on, you can only remove the last filter. To remove other filters, select Remove to turn advanced logic off.

For more information about adding advanced logic, see Using Report Filters. Vault’s advanced logic limitations do not apply to the Safety Workbench application. Instead, consider the following advanced logic criteria:

  • All open brackets must have a close bracket.
  • All advanced logic numbers must be present in the Advanced Logic section.
  • Only one (1) operator (AND or OR) is allowed within a single bracket level, for example, (1 OR (2 AND 3)).

Inherited Criteria and Filters

Your Admin’s configuration affects filters on Workbench Reports in the following ways:

  • Workbench Reports can inherit criteria and filters from the selected safety views based on the following configuration:
    • Workbench View Parameters: In the Workbench Report, required criteria fields appear in the Filters section under the Criteria subsection. The criteria values that you enter in this section will be referenced directly by the safety view’s SQL and contribute to filtering the data set in the report output. For Date and DateTime column type filters, unless you specify a Timezone, Vault defaults to UTC.
    • Filters: In the Workbench Report, filter fields appear in the Filters section under the Filters subsection.
    • Depending on your Admin’s configuration, you may be able to leave the filter value blank on the Workbench Report. However, you cannot edit the filter field or operator.
  • The selected safety view may be associated with several other dependent views. Criteria and filters on these dependent views may also be available on the Workbench Report.

The following information applies to inherited criteria and filters on Workbench Reports:

  • Inherited filters appear in groups and are separated by safety view. The following example is for inherited filters. The image below displays two (2) filter groups, each pertaining to a different safety view:
    • All Cases x All Events
    • All Cases x All Events > Latest Version
      saf-workbench-report-filter-groups
  • You cannot add or remove filters in a filter group inherited from safety views.
  • Advanced logic is unavailable for inherited filters and does not apply to criteria fields. For more information, see Add Safety View Filters in Safety Workbench.
  • Inherited criteria fields are always required.