Path: Reporting > Ad hoc Reporting > Filter Designer
State Edition users can publish Ad hoc filters to districts connected through DIS, remove filters when they are no longer needed, and republish updated versions of filters. This guide explains how to publish, monitor, unpublish, and republish state-owned Ad hoc filters.
Before you start
- The filter must already exist in Filter Designer.
- Districts must be connected to the State Edition through DIS.
- Published filters are delivered to the State Published folder (or BIE Published folder) in District Edition.
- Confirm you have the appropriate tool rights, including:
- Filter Designer
- State-Owned Filters
- Publish Filters
Publish a state Ad hoc Filter
- Open Filter Designer.
- Select the filter from the Saved Filters list.
- Click Publish.
The filter moves to the State Published folder and is made available for delivery to connected districts.
Impact
District users can access the published filter through the State Published folder and use it for reporting and other supported processes.
View publication status
After publishing a filter, monitor its delivery status to confirm that districts have received it.
- Open the State Published folder.
- Select the published filter.
- Click Filter History.
- Review the publishing status for each district.
Publication statuses include:
| Status | Description |
| DELIVERED | The filter was successfully published to the district. |
| PENDING | The publishing process has started, but is not complete. |
| TIMEOUT | The filter was not delivered to the district. This may indicate the district is not properly synchronized with the State Edition through DIS. |
- Click Refresh to display the most current status information.
- To view previous publication attempts, select Show history for all versions.
Impact
Publication history provides visibility into filter delivery and helps identify districts that may not have received the filter.
Unpublish a state filter
Unpublish a filter when districts should no longer have access to it.
- Open the State Published folder.
- Select the published filter.
- Click Unpublish.
The filter displays in light gray, indicating it is no longer published.
Impact
District users can no longer view or generate the filter. Users with access to state-published filters receive a notification via Process Alerts when the filter is unpublished.
Republish a state filter
Republish a previously unpublished filter or distribute updates made to an existing published filter.
- Open Filter Designer.
- Select the filter you want to republish.
- Modify the filter as needed.
- Click Publish.
If a published filter has been edited since its last publication, an edit indicator appears next to the filter name until the updated version is republished.
Impact
The updated filter version has been delivered to the connected districts. District users receive a notification when a new version becomes available. The filter version is updated to reflect the republished changes.
What's next
- Review filter delivery results using Filter History.
- Copy state-published filters for local use in District Edition.
- Export filters for sharing between District and State Editions.
- Import exported filters into State Edition.
