Using the advanced filter for workplaces

As part of the process of producing a workplace report, you can choose whether you want to apply an advanced filter that has been previously defined and saved. If you choose to apply an advanced filter when you're entering workplace report selection criteria, all workplaces that don't match the advanced filter's criteria are excluded from those report.

To define advanced filters, do either of the following:

Select (Wkp) Reports > Advanced Filter from the Navigation menu.

-or-

From a workplace report screen, click on Edit Filter.

The Advanced Filter for Workplaces screen is displayed. Click here to see an example.

When you have displayed the Advanced Filter for Workplaces screen, you can do any of the following:

Create a new filter. To do so, enter selection criteria into the fields shown, enter a name for the filter in the Filter Name field, and click on Save Filter As.

Edit an existing filter. To do so, choose the filter in the (Optional) Select a saved filter field, click on Load Filter, adjust the selection criteria shown, and click on Refresh.

Delete a saved filter. To do so, choose the filter in the (Optional) Select a saved filter field, click on Load Filter, and click on Delete Saved Filter.

Choose a filter to be the default. To do so, choose the filter in the (Optional) Select a saved filter field, click on Load Filter, and click on Set Current Filter. This becomes the default advanced filter than can be selected when producing a workplace report.

Note:

You don't have to store selection criteria as an advanced filter name to use the criteria. If you prefer, you can simply enter the selection criteria of your choice and click on Set Current Filter to store the criteria as the default advanced filter details that can be quickly applied when producing a workplace report. However, doing so prevents you from being able to quickly reload a set of previously used criteria at a later date.

The table below explains the Filter Criteria that you can enter and adjust:

Field	Explanation
Business Activity	Choose one or more categories of business, such as 'Cinema', 'Hospital' or 'Leisure Centre'.
Land Use	Choose one or more types of the land use, such as 'Shops' or 'Financial or Professional Services'.
Best Practice Rating	Choose one or more best practice ratings, such as 'Level 1 - Awareness of Problem' or 'Level 7 - Innovative Behaviour'.
Street/Thoroughfare	Some or all of the workplace's street name.
Town/City	Some or all of the town or city in which the workplace is located.
Postcode	Some or all of the workplace's postcode.
PTAL Score	You can use the At Least and Up To fields to specify a range of PTAL scores, between 1a and 6b.
Organisation Name	Some or all of the name of the organisation.
In Congestion Zone	Select whether the workplace needs to be inside or outside the congestion zone, or whether it doesn't matter.
TP Status	Choose one or more Travel Plan statuses, such as 'POblg - Proposed' or 'Vol - Travel Plan Developed'.
Date TP Created	Choose the date range between which the TP was created, using the From and To fields.
Date TP Approved	Choose the date range between which the TP was approved, using the From and To fields.
Is Planning Obligation	Select whether or not the organisation has a Planning Obligation TP, a Voluntary TP, or whether it doesn't matter.
TRAVL Survey Required	Select whether or not a TRAVL survey is needed, or whether it doesn't matter.
That Include Incentive Scheme	Choose one or more incentive schemes from the list.
Number of Employees	Specify a range of employees needed in the organisation, using the At Least and Up To fields.

Hint:

If you want to select more than one item in a list, use the Shift or Ctrl keys (Shift lets you select a range of items, whereas Ctrl lets you select or deselect individual items).