This article is relevant if you use the Universal Application feature. If you do not use that feature, please refer to this article instead: Building New Data Sets
When building a data set in the reporting tool, you’ll select pre-filters. These pre-filters tell the system where to look for data to pull into reports that you run using this data set. For example, in the Available Processes list you can choose specific opportunities to pull data from, and in the Request Statuses drop-down you can choose to include only requests in specific statuses.
In addition to any other pre-filters you want to select in a data set, it’s important to select the following two pre-filters in all universal application data sets:
- The universe (in the Available Processes list)
- The application submitted status (in the Request Statuses drop-down)
In the image above, we selected the universe (named "2020 Scholarships in this example) in the Available Processes list, in addition to the opportunities (Track & Field Athlete Scholarship, Pre-Medical Scholarship, etc. in this example). In the Request Statuses drop-down, we selected the application submitted status in addition to other statuses we wanted to include (Approval Draft, Approved, etc.).
Selecting the universe and application submitted pre-filters is necessary for your reports to include full and complete universal application data. This also allows you to include fields from the application (e.g. “GPA” or “High School Attended”) in a report, even if you’re running a report on approval information, for example.