This document illustrates several different scenarios that show the interplay between “filter” and “sub-filter” criteria

in Report Writer. For this example, I am

using employees and their health benefit elections, but the same concepts would apply to any type of object and its related business objects.

The base report has the columns shown below. This set of columns will remain constant through the three examples below.

I applied a sub-filter to the related business object of “Health Care Elections” to select only the elections that were for two specific health plans and where the
worker was currently enrolled in that plan (not waived). This sub-filter will remain constant through the three examples below.

NOTE: I also applied one extra filter for testing to select one company (which happens to be one of our smaller companies) to
allow the report to run faster than executing against the whole worker population. This filter does not affect the how the
examples work, only the runtime.
EXAMPLE 1 – Show ALL employees even if they are not enrolled in any of the specified benefit plans

Notice that I did not specify anything in the filter that talks about “Health Care Elections”. That tells Report Writer that I am OK with the sub-filter returning an
“empty set” and will go ahead and show workers who are not enrolled in either of the specified benefit plans.

In the screenshot above you will see that there are workers returned where “Health Care Elections” is empty (after applying the sub-filter).
EXAMPLE 2 – Show employees who are enrolled in EITHER of the specified benefit plans

Here I said that if after the sub-filter is applied I want to ignore any employees where “Health Care Elections” comes back as empty.

You will notice that some of the people returned have only one of the specified benefit plans and some have both of them.
EXAMPLE 3 – Show employees who are enrolled in BOTH of the specified plans

Here I said that after applying the sub-filters I want to ignore any employees that do not have exactly 2 rows returned from the sub-filter (thereby showing that
they are enrolled in BOTH plans).

You will notice that now everyone returned on the report has BOTH of the specified benefit plans.