Working With Filters

Filters can be added to the Report via the gear next to each Field or by clicking the ADD A FILTER button in the Edit Table Report modal. This will present you with a component to select a Field to filter on. A Field does not have to be visible on the Report for a filter to be applied.

Filtering Options

Filter options will vary depending upon the type of Field you are filtering on. 

The following fields allow you to filter on: Null, Not Null, Contains, or Does Not Contain. You are also able to filter on multiple values for these fields.

Checkbox 

E Signature 

Multi Select 

The following fields allow you to filter on: Null, Not Null, Equals, or Not Equals. You are also able to filter on multiple values for these fields. 

Radio

Select

User Field

The following field allows you to filter on: Null, Not Null, Equals, Not Equals, Contains, or Does Not Contain. You are also able to filter on multiple values for this field. 

Record Name 

Note: If you apply a filter on multiple values the system will apply ‘OR’ logic to determine what should be displayed.

The following fields allow you to filter on: Null, Not Null, Equals, Not Equals, Contains, or Does Not Contain. You are only able to filter on one value for these fields

Text Area 

Text Field 

The numeric fields can be filtered on: Null, Not Null, Equals, Not Equals, Greater Than, or Less Than. You are only able to filter on one value

Number

Calculation

Note: Sorting and filtering will take place on the numeric, if you have a label associated to the number that will not be taken into effect when filtering. 

The Date fields can be filtered on: Null, Not Null, Equals, Not Equals, After, Before, or Date Range. 

Date Picker

Due Date 

Filter Example

In the example below, we've chosen a DATE RANGE operator on the "Created Date" field to include January 1, 2018 through October 1, 2018 and an EQUALS operator on the "Impact of Risk" field to include only "High" risks.

Once a filter is added, you can click on the gear icon to toggle the filter to be 'flexible'. This gives your end-users the ability to edit the filter from the report and toggle the filter off when viewing a report.

Related Articles 

For guidance on how to create Table Reports, see our Creating a Table Report Help Article

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