The filters

The filters include just about every attribute of cases and activities. When you select a filter, a filter values field will sometimes display, prompting you to specify the filter value you want to add to your query. Not all filters have subordinate filter values.

The Select Filter field has a long list of possible values you can select. These are separated by grey headings. As you get to know the values in the list you will find that the predictive search function can be your good friend here.

You use the Match All / Match Any switch to indicate whether you want your search results to include any of the records matching your filter expressions or to match all of them. For example, if you have two filter expressions, one for TC cases and one for a specified user:

If desired you can export a search result for further analysis or other work. When you click the $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\export.png$ button, Gambler’s Help Connect downloads your search result to your computer as a comma separated values (.csv) file which you can then open in Excel.

The way the export will appear depends on the browser you are using at the time.

2 In the Select Filter field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the filter you want to use.
Depending on your selection the Select Filter Value field will offer additional selection options.

3 IF REQUIRED $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the filter value associated with your filter selection in step 2.

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\add.png$ .
Your filter expression displays below the $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\add.png$ button.

$C:\Users\Bill\Documents\CMS\Captures\Screens\filter expression added.png$

5 IF REQUIRED repeat steps 2-4 to add another filter expression.
The additional filter expression displays below the $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\add.png$ button.

$C:\Users\Bill\Documents\CMS\Captures\Screens\filter expression added2.png$

7 When you have added all the required filter expressions, click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\searchb.jpg$ .
Your search results display in the list area of the page.

If you want to remove a filter expression, click the × symbol on the filter tile.

Heading	Filter
Case Type (primary)	Case type
User	Assignee user
Dropdown	Case type (secondary): Immediate Danger of Harm to Self/Other Relationship to Gambler Gambling Mode Gambling Type Other Non-Gambler Services Received By Age Bracket (Anon) Anonymous Gender (Anon) Reason for Contact (Anon) Services Provided (Anon) Referred By Service Awareness Referred To (external referrals) Closure Reason Treatment Stage at Closure Stage
Party	Client Agency No Client
Tags	Tags
Activity	Activity Status Activity Type Activity Subtype Activity location Activity mode Duration No Activity Party Staff
Issue	Issue Issue Outcome No Issue
Dates (intervals)	Created Updated Received Closed Started
Dates (date range)	Created Updated Received Closed Started
Catchment	Catchment
Timesheet	Direct Time (minutes) Indirect Time (minutes) Travel Time (minutes)

Filter group	Filter
Case Type (primary)	Case type
User	Assignee user
Dropdown	Stage
Party	Organisation Agency No Client
Tags	Tags
Activity	Activity Status Activity Type Activity Subtype Activity location Activity mode Duration No Activity Party Staff
Dates (intervals)	Created Updated Received Closed Started
Dates (date range)	Created Updated Received Closed Started

Heading	Filter
Case Type (primary)	Case type
User	Assignee user
Dropdown	Stage
Party	Venue Agency No Client
Tags	Tags
Activity	Activity Status Activity Type Activity Subtype Activity location Activity mode Duration No Activity Party Staff
Dates (intervals)	Created Updated Received Closed Started
Dates (date range)	Created Updated Received Closed Started