When I click the Not Specified area on my dashboard chart, why does it pull more records in the workspace than the chart reports?

In GIFTS Online, you can create Charts for their Dashboards to pull reporting details. When you use their own coding sheets as grouping elements for the chart to organize the data, the Not Specified results appear in the chart if the entry for the coding sheet is blank on the record. Clicking the Not Specified area of the chart to view the records in the workspace pulls a much higher number of results than reported on the Chart.

The reason for this is due to a Product Defect; as it turns out, there is a search that automatically builds when the Chart is created. The search ends with an OR statement, meaning it's going through records and selecting every record that meets the settings of the first part of the search OR the second part of the search, making it very broad in scope

To correct this, please take the following steps in the meantime:

1. Click the magnifying glass icon to Change the Search
2. When the Full Search window appears, you will see the advanced search
3. Edit the search so that the last portion is inside a pair of parentheses. For example, the search may originally appear as...

(CAST(Requests.Disposition_Date AS DATE)  >= '04/01/2015' AND Requests.Disposition = 'Approved') AND   Requests.GRANT_FISCAL_YEAR = '2015' AND  cx_CS###_1_1_Y.ID = '0' OR cx_CS###_1_1_Y.ID IS NULL

It must be changed to...

(CAST(Requests.Disposition_Date AS DATE)  >= '04/01/2015' AND Requests.Disposition = 'Approved') AND   Requests.GRANT_FISCAL_YEAR = '2015' AND  (cx_CS###_1_1_Y.ID = '0' OR cx_CS###_1_1_Y.ID IS NULL)

Placing parentheses around the last portion of this statement does away with the broader search and is proven to pull the correct number of records.



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