Filtering Data Back to Previous

Filtering allows you to define the conditions required for a data record (e.g., loan, HPI by geography, etc) must meet to be included in your report output. You may define as many conditions as necessary to filter your data. There are two types of filters for a report as follows:

· Report Filter is applied to the source data to generate the initial output when a report is executed.

· View Filter is applied after the output is generated and allows you to isolate data from within that output dataset to create a customized view and hide those records in the output dataset that do not meet the filter conditions.

The mechanics of defining a report filter condition or view filter condition are identical with one exception; report filter conditions may use any attribute or metric while a view filter condition can only use the attributes and metrics that are included in the output dataset you are working with.

This topic will provide the following information:

· How to define filter conditions

· Comparison operators used for filtering

· Join operators used to link filter conditions

· Creating and Using Predefined Filters

Defining Filter Conditions Back to Previous

The user interface to define a report or view filter is the same. The report filter can only be defined prior to running a report and can use any attribute or metric, a view filter can only be defined after running a report and is limited to those attributes and metrics that are included in the output dataset. This example will show the user interface when defining a report filter, but the setup for a view filter is identical.

There are two types of filter conditions as follows; each of these two filter types have different setup options:

· Qualify filter allows you to compare the value of an attribute or metric to a specified target value using an operator (e.g., Equal To, Greater Than, Between, etc) which determines if the loan record is to be included or excluded from your output.

· Select filter allows you to specify a list of values that are either to be included (In List) or excluded (Not In List) and is limited to attributes that have coded values (e.g., attributes such as State or Delinquency Status); metrics are not eligible for the Select filter type.

Qualify Filter Condition Setup Back to Previous

To define a Qualify filter condition for an attribute or metric, follow the steps below:

Note: Although you may use calculated metrics when filtering, it is not recommended as the calculation must be applied to each record in the source database individually prior to evaluating the filter condition. This will seriously impact the time it will take to generate your output.

	Move the attribute/metric to the Filter panel You may move an attribute or metric to the Filter panel by either drag and drop or right-click popup menu. The State attribute will be used for this example.
	Specify the Type of condition For this example, the Qualify option will be used for the State attribute. Note: When the Type of condition is Qualify and an attribute is selected, the attribute form field is enabled for selection Note: Some attributes have an ID and Description form while others may only have the Description.
	Specify the Comparison Operator or define as a Prompt The list of available operators will be determined by the Type of condition and the Form of the attribute. For a Qualify condition, the operators compare the loan record value to against the value defined for the condition. Refer to the Comparison Operators section for a list and description of the operators. If you wish the filter condition to be a prompted, click the Prompt icon button. The condition setup will close and the condition will be displayed with the text "Elements of.." with the name of the attribute. When you run a report with a prompted filter element, a prompt will be displayed to select the values for the filter.
	Specify the value(s) for the condition On the Select type condition, the values for the coded field are presented in the Available list box. The Description form for the selected attribute is used (the internal filter processing will actually use the ID in the background). Move the values you wish to include (when operator is In List) or omit (when the operator is Not In List) in the output from the Available to the Selected list box. The standard Windows CTL and click or click, SHIFT and click processing will allow you to select multiple values to be moved. You may freely move values between the Available and Selected list boxes. The values selected are combined with the Comparison Operator to determine if an individual loan record is included in the output.
	Once your condition is fully defined click the Check icon to update the condition for the filter. The X icon allows you to cancel the condition and clear it from the Filter panel.
	The Filter panel displays the new condition. As you add additional conditions, the join operator is automatically populated with AND. You may change the relationship of the conditions by selecting a new join operator. Refer to the Join Operators section for more information on the operators and how conditions are joined.
	If there is a prompted condition, the condition will display the text "Elements of..." with the name of the attribute used for the condition (in this case State).
	Repeat steps 1 through 6 for each filter condition you wish to add.

Select Filter Condition Setup Back to Previous

To define a Select filter condition for an attribute, follow the steps below:

	Move the attribute to the Filter panel You may move an attribute to the Filter panel by either drag and drop or right-click popup menu. The right click menu includes an option to Add to Filter. The State attribute will be used for this example.
	Specify the Type of condition For this example, the Select option will be used for the State attribute. Note: When the Type of condition is Select, the attribute form field is not enabled for selection as the application determines the form to display the valid codes.
	Specify the Comparison Operator or define as a Prompt The list of available operators will be determined by the Type of condition and the Form of the attribute. For a Select condition, the operators specify if the selected values are included (i.e., In List) or excluded (i.e.., Not In List). Refer to the Comparison Operators section for a list and description of the operators. If you wish the filter condition to be a prompted, click the Prompt icon button. The condition setup will close and the condition will be displayed with the text "Elements of.." with the name of the attribute. When you run a report with a prompted filter element, a prompt will be displayed to select the values for the filter.
	Specify the value(s) for the condition On the Select type condition, the values for the coded field are presented in the Available list box. The Description form for the selected attribute is used (the internal filter processing will actually use the ID in the background). Move the values you wish to include (when operator is In List) or omit (when the operator is Not In List) in the output from the Available to the Selected list box. The standard Windows CTL and click or click, SHIFT and click processing will allow you to select multiple values to be moved. You may freely move values between the Available and Selected list boxes. The values selected are combined with the Comparison Operator to determine if an individual loan record is included in the output.
	Once your condition is fully defined click the Check icon to update the condition for the filter. The X icon allows you to cancel the condition and clear it from the Filter panel.
	The Filter panel displays the new condition. As you add additional conditions, the join operator is automatically populated with AND. You may change the relationship of the conditions by selecting a new join operator. Refer to the Join Operators section for more information on the operators and how conditions are joined..
	If the filter condition was prompted rather than having the values selected, the condition will display the text "Elements of..." with the name of the attribute used for the condition (in this case State). When a report is run using this filter with a State prompt, a prompt page will be presented to specify the State values to be included in the output.
	Repeat steps 1 through 6 for each filter condition you wish to add.

Comparison Operators for Filter Conditions Back to Previous

There are three types of filter conditions as follows:

· Metric Qualify Filter condition - you define a value to compare to the value of the metric

· Attribute Qualify Filter condition - you define a value to compare to the ID or Description form of the attribute

· Attribute Selection Filter condition - you define a set of values from a selection list to compare to the attribute

Operators available for selection when defining a SELECT filter condition:

Operator	Enter	Attributes	Metrics
In List	Select from a list of values	Yes	Yes
Not In List	Select from a list of values	Yes	Yes

Operators available for selection when defining a QUALIFY filter condition:

Operator	Enter	Attributes	Metrics
Equal To	Value	Yes	Yes
Not Equal To	Value	Yes	Yes
Greater Than	Value	Yes	Yes
Greater Than or Equal To	Value	Yes	Yes
Less Than	Value	Yes	Yes
Less Than or Equal To	Value	Yes	Yes
Between	Start and End Values	Yes	Yes
Not Between	Start and End Values	Yes	Yes
Contains	Value	Yes	No
Does not Contain	Value	Yes	No
Begins With	Value	Yes	No
Does Not Begin With	Value	Yes	No
Ends With	Value	Yes	No
Does Not End With	Value	Yes	No
Like	Value	Yes	No
Not Like	Value	Yes	No
Is NULL	(Not Applicable)	Yes	Yes
Is Not NULL	(Not Applicable)	Yes	Yes
In	List of Values	Yes	Yes
Not In	List of Values	Yes	Yes
Highest	Number	No	Yes
Lowest	Number	No	Yes
Highest %	Number	No	Yes
Lowest %	Number	No	Yes

Joining Filter Conditions Back to Previous

A filter condition may be comprised of one line item (e.g., Data Period equal to 271), multiple line items which form a "compound" filter condition, or a set of conditions saved in a standalone filter object that is then added to the report.

A standalone filter object has predefined conditions saved outside of the report setup and available to add to any report or view filter setup. The most commonly used predefined filter is the Most Recent Data Period defined within TrueStandings Servicing. This filter object contains the period ID for the most recent period of data; the period number is updated by the System Administrator whenever new data is posted to TrueStandings Servicing. Once you add the Most Recent Data Period filter to a report, it will automatically return records for the period number defined for this filter. You may configure your own predefined filter object for those filter conditions you regularly apply to your custom reports (e.g., if you do analysis on specific states every month, you can define a filter object to identify the list of states you always include on reports).

The join operators and the indention of the conditions are used to determine the type of application and the grouping of conditions. The following join operators are available for selection:

Operator	Application
AND	Match both conditions
OR	Match either condition
AND NOT	Match the first condition but not the second condition
OR NOT	Match only one of the first and second conditions

Compound filters are multiple conditions that are combined to form a filter that is evaluated as one entity. You can join conditions based on the operator between conditions (AND, OR, AND NOT, OR NOT) and indenting conditions to a lower level of application. An example of conditions illustrates how they are applied.

Note: The following example is for demonstration purposes only and was created in Vector Securities and may not reflect the data elements available in the web-based CoreLogic application you are currently accessing.

In this example, there are three filter conditions; the third condition is a "compound" filter condition that has multiple conditions joined to act as one condition. With the AND operator linking the first two conditions and the third compound condition, each of the three conditions must evaluate to TRUE for a loan record to be included in the output. The report results would provide the following data:

Report Filter Condition Evaluation
	Data must be equal to the Most Recent Data Period (currently Period 258)
	State for the loan must be either AZ, CA, NV, OR or WA
	The loan must be EITHER An active loan (Active Loan Indicator = "Y") OR An inactive loan (Active Loan Indicator = "N") AND Have a Payoff Period equal to Period 258 (Most Recent Data Period)

Predefined Filters Back to Previous

TrueStandings Servicing provides a set of predefined filters that may be used for report filtering (these are not available for selection when defining a view filter). There are data period filters that automatically advance the data period being returned based on the most recent data period available for reporting.

In addition to the set of filters provided in TrueStandings Servicing, you may also create your own predefined filters for commonly used conditions that are applied to your custom reports. While most typical filters contain a single condition, there is no limit to the conditions you may add to a predefined filter. By creating a standalone filter, you can eliminate entering the same conditions into custom reports and also globally change a filter for a number of reports at one time. When you modify the conditions in the predefined filter, any reports that use that filter will automatically be updated with the new conditions and the next time the report is run will return results based on the current setup. This eliminates the need to access and change each individual report.

These filters may be added to the Report Filter when creating a new, or editing an existing report. The following are some examples of the predefined filters provided in TrueStandings Servicing related to data periods:

Predefined Filters
Most Recent Data Period	Returns the data based on the most recent period updated to TrueStandings Servicing.
Most Recent 6 Data Periods	Returns data based on the most recent 6 data periods updated to TrueStandings Servicing.

To define your own filter object, follow the steps below:

	Access Design Mode (either from Create Report or from a current report) This is typically used to create a full report, but once you define the filter conditions, you may save just the filter conditions to a standalone filter object.
	Define the filter conditions Add as many conditions as needed for the predefined filter. When adding more than one condition, make sure your join operator accurately links the conditions. Refer to the steps to define a Qualify filter or Select filter condition. Refer to the Join Operators for more information on how to join multiple conditions. For this example, the filter will limit records to the Most Recent Data Period and loans that are 90+ days delinquent.
	Select the Save option Once you have defined all conditions relevant for your standalone filter object, select the Save As option to access the Save dialog.
	Select the Filter tab from the Save dialog By selecting the Filter tab, the save operation will only save the filter conditions and any grid/graph layout is ignored on the save.
	Select the Folder location to save the new filter You may select the folder from the drop down list of available folders and create a new subfolder if needed. If this filter is to be shared with all members of your user group, save the filter in your company shared folder in Shared Reports. If this filter is for your use only, save the filter in My Reports of a subfolder within My Reports.
	Enter the Name and Description for the new filter It is recommended that you add a description that identifies the conditions of the filter.

	Repeat steps 1 through 6 for each predefined filter you wish to define.
	To use the predefined (standalone) filter on reports, access the folder location of the filter in the Object Browser and move the filter into the Report Filter panel.