How to filter only active people in a report

Many Watershed accounts are set up with a group called “Active” that represents people are are currently active learners. If yours is, you might want to filter reports to show only those active people. Normally this is an additional filter to narrow down an existing groups filter, which means it’s not just a case of filtering by the active group in Explore. Instead, we need to use an and filter in Advanced Configuration to tell Watershed to restrict the results to only active users in the filtered groups.

 Please note: This walkthrough assumes the group is named "Active" and all of the examples below represent that. If your group is named something other than "Active" just change out the name in examples with the group name that is used in your organization.

Open up the configuration for a card you want to show only data about active people on, then toggle into Advanced configuration.

If the card does not already have an and filter, copy and paste the code below as a new row 3 in Advanced Configuration.

"and": [{
  "groupCustomIds": [
    "Active"
  ],
  "excludeFromOutput": true
}],

If the card already has an and filter, instead copy the code below as the first item in that filter.

{
  "groupCustomIds": [
    "Active"
  ],
  "excludeFromOutput": true
},

Once that’s done, save the card. Your card is now filtered to only show active people.

 Please note: In this example we set the excludeFromOutput property to true. This means that if the card displays data organized by group, ‘active’ will not appear on that list of groups. Without that property set to true, any groups in the filter would be included in that list.

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