Additional Assessment Filter Options

Additional filters can be applied to the assessment KPIs detailed above to alter the KPI metric criteria. These relate to the Assessment Scores Latest/Completed query.

These filters can be set against the KPI Report Template record and/or Report Schedule record.

Completed within last seven days

Filters to just the records with a Completed Date within the last seven days. This should be used with a filter on the Status column checking that it is set to Completed.

Column	Operator	Type	Value	Unit	Logic
Completion Date	Greater Than	Relative	-7	Day	and
Completion Date	Less than or Equal To	Relative	0	Day	and

Due date in the next seven days

Filters to just records with a Due Date in the next seven days.

Column	Operator	Type	Value	Unit	Logic
Due Date	Greater Than	Relative	0	Day	and
Due Date	Less than or Equal To	Relative	7	Day	and

For Supplier Evaluation Type

Filters to just records with the specified Supplier Evaluation Type.

Column	Operator	Type	Value	Unit	Logic
Supplier Evaluation Type	Equals	Fixed	“Supplier Evaluation Type”	-	and