Using report filters allows you to refine and customise the data to focus on the information that matters most. Filters let you apply specific conditions, such as date ranges, status, or client, to narrow down fields from a much larger datasets.
To use report filters, start by selecting the report most suited to obtaining the data results.
From here navigate to Filtered By which shows a number of variable options in a drop-down menu which are relevant to your report type.
The initial default filter for you report starts with Where, follow by three (3) drop-down menus of reportable fields to finesse and provide results. The filters include:
Conjunctions | Default Where, ability to add on and, or |
Field | Where the reportable field data source is being referenced |
Query | Parameters for the search to be conducted within |
Value | Date options, these can be custom or pre-defined time scales |
You can continue to build additional filters to achieve your custom reports, any of the filters can be deleted by clicking on the bin icon.
When multiple, or complex filters are applied, the greatest success is delivered when conjunctions are similar in nature, for example when all filters added are based on 'and' as per the example below:
When you need to search based on a mix of conjunction such as 'and' & 'or', the best way is to Add Group and seperate the filters as per the example below.
Any changes to the filters will require the report to be saved prior to downloading. Navigating away from the page will reset your data to the previously saved version.
For information on how to export your results, visit the Knowledge Base article Download excel file.