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Report Wizard: Filters

Sometimes you may only want to see a portion of rows in a data category, rather than its entirety. Filters allow you to narrow the scope of your reports by restricting the amount of data by specified criteria.

For example, imagine a category containing a row for every single sale your company has ever made. You can use a filter to limit the report to only sales from the past month. This also has the benefit of speeding up your reports.

Filters in the Report Wizard, called Standard filters, limit data by only showing rows where the values for a field meet a certain condition.

Adding filters

On the Filters page, add data fields to filter.

screen.reportwizard_drag_filter_field.png

Dragging a field to the Filter By pane

For each data field, select a condition. When the report is run, the field value for each row is checked against the condition for that field. Only the rows where the field satisfies the condition will show on the report.

For each data field, select a condition. When the report is run, the field value for each row is checked against the condition for that field. Only the rows where the field satisfies the condition will show on the report.

To create a filter condition:

  1. Select an operator from one of the following options. This is the condition used to match the data values to your specified filter value or values. Some operators are only available for some data types.

    The following table describes the filter operators and their applicable data types:

    Condition

    Type

    Filter Value(s)

    Matching Value(s)

    Not Matching Value(s)

    Equal To (=)

    Any

    July 4, 2016

    July 4, 2016

    July 4, 2016 12:00 AM

    July 4

    July 4, 2016 2:00 PM

    Less Than (<)

    Number, Date/Time

    July 4, 2016

    July 3, 2016

    July 5, 2016

    Greater Than (>)

    Number, Date/Time

    July 4, 2016

    July 5, 2016

    July 4, 2016 5:00 PM

    July 3, 2016

    Starts With

    Text, Number

    203

    2035550224

    8458081120

    Ends With

    Text, Number

    224

    2035550224

    7188044606

    Contains

    Text, Number

    555

    2035550224

    2038081120

    Between

    Any

    1, 4

    1, 1.5, 3, 4

    0.999, 5

    One Of

    Any

    1, 2, 3, 4

    1, 2, 3, 4

    1.1, 9

  2. Enter a filter value or values, or select them from the list of existing values.

    screen.reportwizard_filter_value_menu.png

    Choosing a filter value

  3. Optional: If you have multiple filters, you can choose how they should be grouped.

  4. Optional: If you want the report to prompt the user to enter a filter value when the report is run, select Prompt For Value.

Filter by formula

As of v2018.2, the application also supports filtering based on a formula. Next to the "Add" button near the bottom of the filter pane, will be a button that reads "Add Formula".

"Add Formula" button

Clicking this button will open a Formula Builder window. This will have the ability to add multiple data objects and functions to create a filter string that evaluates the value of a formula to allow better control over the scope of your data. To read more about this, see Filter by Formula.


Hidden Article Information

Article Author
Exago Development
created 2017-10-24 14:26:45 UTC
updated 2018-08-17 18:40:20 UTC

Labels
data, filter, field, category, report, user, row,
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