Reports: The capability to search Text boxes (single line of text, paragraph of text etc.) for word matches

Previously, when you ran a report and wanted to include a filter, you could only include a filter for fields that were defined (single selection fields, or number fields), you could NOT search Text fields. Now you can search and set filters for text fields in the system.

You can now search Text boxes for specific text matches. This feature is automatically available in the Reports Page

You can now search Text boxes for specific text matches. This feature is automatically available in the Reports Page

When you run a report you can set specific search parameters for text fields now. Run the report and if you want to search records for a specific word or even phrase, you can add in a report filter (using the green + button), then:

1: Select the Field name (e.g. question name) that you want to search for text in

2: Choose whether you want to do a:

-Contains: will search the text and find matches for any partial matches e.g. if you type in Dr John it will return any searches that have a Dr John in them such as Dr Johns and Dr Johnson.

-Equal To will search the text and find exact matches for the search term e.g. if you type in Dr John it will only return searches where only Dr John is in the text, not as part of a word (e.g. it will not return Dr Johnson).

-Not Equal To will search the text for an exact match and will return all results that are not equal to this search e.g. if you type in Dr John, it will return all results when the Doctors name is NOT Dr John (e.g Dr Johns and Johnson will be returned, but a Dr John will not ).

3: (in the step below): write in the search Term that you want to use for the filter e.g. Dr John

You can see here that the Text Field "Name of Dr/Specialist" is being searched for "contains" the search parameter "Dr John" which will return any text and partial text that has Dr John in it

You can see here that the Text Field "Name of Dr/Specialist" is being searched for "contains" the search parameter "Dr John" which will return any text and partial text that has Dr John in it

You can see that entries that include a Dr John have been found and are shown in the report. These included records for Dr Johnson and Dr Johns.

You can save the Report, run a pdf report etc just the same as any other Report that you run.

You can set up multiple filters (as shown here) that include Filters for text fields, and for other types of numeric and selection fields

You can set up multiple filters (as shown here) that include Filters for text fields, and for other types of numeric and selection fields

The example here shows that this report is set to find any records with the Text Field Name of the Dr contains Dr Johns and where the Single Selection Field Type of consultation is equal to "Investigation". You can set up different report filters depending on your requirements.

Please note that Multiple Selection Box fields are not available for filters in reports yet.

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