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Advanced The Advanced filter options are to create a more complex filter. You have the flexibility of different logical operators. Using the Logical Operator, you can build a tree of filters. The root of every filter you build in the Advanced tab, is the Logical Operator.

Orange is the designated color for the Advanced filter option and is reflected in the orange line across the Subject Explorer as well as an orange colored dot beside the category we are filtering on.

Saved Filters dropdown menu lets you load a saved filter. Saved filters can also be • Clear – clicking this clears all filters selected (this returns the line at the top of the Subject Explorer and under Standard to the color blue since there are no filters selected under the Standard search) • Save – Users with the “Layout Admin” ABAC privilege to save filters. Clicking this opens an Edit Filter window where you can type the Filter Name and Filter Description (optional). This will then appear at the top of the Standard tab in Subject Explorer under Saved Filters dropdown. You have to click on the Logical Operator or the “root” of the tree, in order to have it be available under Saved Filters • Filters – Click on this to access the Configured Filters. Here you can see all the saved Filters and sub-filters created along with their name, descriptions, filter type (standard, advanced), filter creation date, and a “remove filter” icon. • Filter Types – Users with the “Layout Admin” ABAC privilege to modify this list. Clicking this allows you to enable or disable filters using checkboxes, Disabled filters will not show up in the filter editor. This helps make the Subject Explorer less overwhelming by eliminating options that are not needed for your project. Selecting one option under a category will have the single option checkbox checked but not the category box. Filter categories and their options include:

  • Subject Identifiers
  • Demographics
  • Surveys Survey Assignment – Filter subjects that have been assigned the specified survey Survey Status – Filter subjects on the status of the designated survey Survey Results – Filter subjects based on the answers to survey questions
  • Consent
  • Life Extend
  • Cohorts
  • Conditions
  • Procedures
  • Medications
  • Observations
  • Specimen Samples
  • Omics Availability
  • Short Genetic Variants

Logical Operator - This is where the settings for every filter is located. Add – This is how we add filters to our Logical Operator tree

  • Saved Filters
  • Subject Identifiers
  • Demographics Birth Sex checkboxes Male Female Unknown living status subject age subject zip code subject race subject ethnicity subject tags
  • Surveys Survey Assignment (drop down allows you to pick a survey from the project) All versions of survey checkbox Assignment Count (lower and upper ranges) Survey Status (drop down allows you to pick a survey from the project) All versions of survey checkbox Survey Status (checkboxes for Not Started, In Progress, and Completed) Filter by Date toggle Survey Results Survey dropdown (where you can select a survey from the project) Survey Question (where you can select a question from the survey you selected in the Survey dropdown) Aggregation (Most common response or Least common response) Answer (gives you checkboxes for the answers available for that particular question)
  • Consent Settings: Consent Version (select all the versions or individual versions) Consent Minor Version (select all the minor versions or individual versions) Consent Status (Pending – have yet to consent, Active – have consented, and Rejected – rejected or revoked the consent) Filter by Date
  • Cohorts – Click the + by Cohorts on the Add menu. Click on the Cohorts card on the Logical Operator tree to open the Cohort menu. In the Cohort Settings tab. Click the Filter for Subjects in Cohort drop down. Select the cohort you want to filter on specifically. You can then select further filtering on that cohort and select “only males” to find the males of that cohort.
  • Logic - + Add Logical Operator


  • Subjects in EVERY sub-filter
  • Subjects in ANY sub-filter
  • Subjects in NOT IN ANY sub-filter Save – You can save a branch of filters to use at other times by clicking on the Logical Operator root, Click the Save tab, and name the filter descriptively so you can easily select it later and give it a description (optional). Click Save to save it. This filter will now be available in your Saved Filters dropdown on the top left hand side of the screen. Another way to create a saved filter is by clicking on the Logical Operator card within the filter tree, clicking the Save tab, giving it a name and a description (optional), then clicking Save. When you click on the Saved Filters search box, each name of the available filters has either standard or advanced beneath it, letting you know what kind of filter it is. Also, clicking on a Saved Filter will open the corresponding tab (Standard or Advanced). You may also save a sub-filter, or a single card on the filter tree. You click the card, in the window that opens, click the “Save” tab, give the filter a name and description (optional), and click the Save button. Because this saved filter is not saved at the root (or Logical Operator), it will not be available in the “Saved Filters” dropdown on the top left hand side of the screen. However, you can access this filter by going to the Advanced tab, and either clicking on Filters just below “Saved Filters” or you can add it by clicking on the Logical Operator card within the filter tree that you wish to add the filter, then in the window that opens, click the *Add* tab, click the “+” beside *Saved Filters** and you can add the saved single filter from this list.

In the Advanced tab, you can drag and drop the cards around by their handles. You have to be selected on a Logical Operator to add new filters into that bucket.

An example of using a Saved Filter: A physician may have a set of criteria that would categorize a patient as a “high risk cancer patient”. That physician can create a filter using the various criteria and save it as “high risk cancer patient”. This allows other users to Subject Explorer and just select “high risk cancer patient” to filter their subjects, without having to know each parameter the subject needs to meet.

Saved Filters - Saved Filters is a dropdown menu with all of the filters available in the project.

An example of building a complex filter: An organization wants to survey subjects who have consented to a project (and not revoked their consent), received their lab results, they received their lab results at least 30 days ago, and they have not received the Participant Follow-up Survey

Consented Subjects Needing 1 Month Follow-up Survey Logical Operator (has none)

    Survey Assignment (Subjects who have been assigned survey “Participant Follow-up Form” – “All versions of survey?” has been checked)
Subject Observation (Observations – “Results Received” – Toggle “Filter by Date” on, leave “After Days Ago” blank but check the “relative” checkbox, Input 30 in the “Before Days Ago” box and check the “relative” checkbox)
Logical Operator (has none)
    Consent (in Consent settings, select 4 for “Consent Version”, select 4 for “Consent Minor Version”, Select “Rejected” checkbox under “Consent Status”

Another example: If an organization sends a follow-up survey 1 month after the procedure and want to send another follow-up 6 months after the procedure:

Consented Subjects needing a 6mth follow-up Subject Observations (Observations – Lab results received – before 180 days ago) Survey Assignment (Subjects who have been assigned at most 1 survey “Participant Follow-up-Form” in the Survey Assignment settings tab, select “Participant Follow-up Form”, check “all versions of survey”, and input “1” in the “upper” box.) Logical Operator (has none) Consent (Subjects with consent status “rejected for versions 2,3,4,5”)

Another example: When patients come into a clinic and consent to a project, a nurse is supposed to complete an internal checklist/survey. Here’s how we create a filter to see who has consented but not had an internal checklist completed:

No Internal Checklist Consent (Subjects with consent status active for versions 2,3,4,5) Logical Operator (has none) Survey Status (Subjects assigned survey “Internal Checklist” with status Completed.


If you go into the Advanced tab and begin building your filter tree, you start with the Logical Operator as your root and notice it states has all** beneath its name. If you were to click on the Add_ tab of the Logical Operator menu and select **Demographics, then select Birth Sex Male and Birth Sex Female. You should get no results because someone cannot be _both male and female. However, if you want to see all females and males, you could click on the Settings tab of the Logical Operator menu and select “Subjects in ANY sub-filter” to see both males and females.

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Last update: May 13, 2020